Longview Partners focuses on managing global equity portfolios for institutional clients. They invest in high-quality companies with strong business fundamentals and attractive valuations, using a bottom-up approach. Longview's investment process analyzes companies based on quality, fundamentals, and valuation. They offer tailored services to suit client objectives and restrictions.
Assets Under Management$16B
Clients14
AdvisorsN/A
Avg. per Client$1.2B
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100.0M - $250.0M | 0.50% |
| $250.0M - $500.0M | 0.45% |
| $500M+ | 0.40% |
A small number of clients have agreed to a lower management (base) fee with an additional annual performance-based fee. The performance fee is calculated as a percentage of the amount by which the account outperforms an agreed benchmark over a designated period.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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