Lyrical Asset Management manages investments for separately managed accounts and commingled funds. Lyrical invests in publicly-traded equity securities and cash equivalents, focusing on U.S., international, and global value equity strategies. Lyrical uses a proprietary screen and fundamental research to identify investment candidates. Lyrical also participates in model delivery programs and sub-advisory arrangements.
Assets Under Management$6.8B
Clients378
AdvisorsN/A
Avg. per Client$18M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2.5M
Investment management only (planning not offered)
Lyrical Asset Management charges different fees depending on the type of portfolio:
- Generally Equally Weighted Portfolios (EQ Portfolios): A quarterly asset-based fee of 0.75% per year, plus a performance-based fee.
- Market Capitalization Scaled Portfolios (CS Portfolios): A quarterly asset-based fee of 0.75% per year. No performance-based fee.
- International Value Equity, Global Value Equity, and GIVES separately managed accounts: A quarterly asset-based fee. For International Value Equity and Global Value Equity, the fee is 0.75% per year. For GIVES, the fee is 0.85% per year.
Fees are negotiable and may be lower based on factors like the size of the investment.
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