Makaira Partners manages assets for private investment funds, investing primarily in publicly traded stocks. Makaira's investment approach relies on in-depth analysis and research, aiming for long-term returns exceeding market indexes while minimizing risk. Investors in the funds do not select investments; Makaira makes all investment decisions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees range from 0.5% to 1% annually. Makaira also typically is entitled, from each investor in a Fund, an incentive allocation based on a percentage of, as set forth in the applicable client’s partnership or other account agreement, the amount by which net profits or net losses (including both realized and unrealized gains and losses) otherwise allocable to such investor exceed the performance of the S&P 500 Total Return Index.