Independent Franchise Partners, LLP offers investment management services to institutional clients through segregated accounts and pooled investment funds. The firm focuses on a concentrated portfolio of high-quality companies with dominant intangible assets, selected with an absolute value bias. They offer US Franchise, Global Franchise, and Global Franchise II strategies. The firm is owned by its equity partners and is not affiliated with any other investment management company, fund distributor, investment bank, or commercial bank.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250.0M | 0.68% |
| $250.0M - $500.0M | 0.55% |
| $500.0M - $750.0M | 0.45% |
| $750.0M - $1000.0M | 0.40% |
| $1000M+ | 0.35% |
Fee scale is for Global Franchise/Global Franchise II strategies. US Franchise strategy has a different fee scale. Where investors have investments in both Global Franchise and Global Franchise II, assets will be aggregated to calculate eligible assets under management. US Franchise assets will be treated on a standalone basis given the different fee scale.