Allied Value, LLC offers discretionary investment management, primarily investing in publicly traded common stocks with a long-term, value-oriented strategy. They focus on securities with market prices significantly below their intrinsic value and do not engage in short-term trading or hedging. Portfolios are concentrated in a small number of securities, which can lead to greater fluctuations. Allied Value discourages clients from investing funds needed in less than three years.
Fee Structure
Allied Value charges a performance-based fee of 25% of the gains in your account, but only on profits exceeding 4% annually, and after recouping any prior losses. This fee is calculated each December 31st. To be eligible for this arrangement, new clients must have a net worth of at least $2.2 million (excluding their primary residence) or have at least $1.1 million invested with Allied Value.