Vulcan Value Partners is a registered investment advisor offering both discretionary and non-discretionary investment advisory services to individuals and institutions. Vulcan manages investments through separately managed accounts, mutual funds, and other pooled investment vehicles. Vulcan's investment approach focuses on value investing, seeking companies with sustainable competitive advantages and ethical management teams. The firm's research team collaborates on investment ideas, ensuring a disciplined approach to portfolio management.
Fee Structure
Vulcan Value Partners charges a percentage of your portfolio annually for investment management. The exact percentage depends on the investment strategy and the amount you invest. Fees are negotiable and may vary based on factors like your specific circumstances, the complexity of your account, and the total amount managed.
Here's a general overview of the fee structure:
Large Cap Strategy
- First $10 million: 0.80% per year
- Next $40 million: 0.70% per year
- Over $50 million: 0.60% per year
Small Cap and All Cap Strategies
- First $10 million: 1.00% per year
- Next $40 million: 0.85% per year
- Over $50 million: 0.75% per year
Focus and Focus Plus Strategies
- First $50 million: 0.75% per year
- Next $200 million: 0.65% per year
- Over $250 million: 0.55% per year
Enduring Advantage US Strategy
- First $50 million: 0.45% per year
- Next $200 million: 0.35% per year
- Over $250 million: 0.25% per year
Enduring Advantage Global Strategy
- First $50 million: 0.65% per year
- Next $200 million: 0.55% per year
- Over $250 million: 0.45% per year