GreenWood Investors manages funds and accounts, concentrating on a small portfolio of global investment ideas. They conduct thorough research and collaborate with management teams to improve company performance. They tailor investment sizes to client goals and risk tolerance, documented in an Investment Policy Statement. GreenWood requests authority to make trades without asking clients first, but makes exceptions for sophisticated investors requiring pre-trade approval.
Fee Structure
GreenWood Investors manages investments through separate accounts and funds. Fees vary depending on the specific fund or account type.
Separate Accounts:
- Annual management fee of 1.5% of the value of your portfolio.
GreenWood Global Micro Fund, LP (Builders Class):
- Annual management fee of 1.0% of the value of your portfolio.
- Performance fee of 15% of profits above a 5% hurdle.
GreenWood Builders Fund I, LP:
- Annual management fee of 1.0% of the value of your portfolio.
- Performance fee of 10% of profits above a 12% compounded hurdle.
GreenWood Builders Fund II, LP:
- Annual management fee of 1.0% of the value of your portfolio.
- Performance fee of 10% of profits above a 5% annual hurdle.
GreenWood Builders Fund III, LP:
- No management fee.
- Performance fee of 15% of profits above a 9% annual hurdle.
GreenWood Builders Fund IV, LP (Class A):
- Annual management fee of 1.0% of the value of your portfolio.
- Performance fee of 10% of profits above a 5% annual hurdle.
GreenWood Builders Fund IV, LP (Class B):
- Annual management fee of 1.5% of the value of your portfolio.
- Performance fee of 15% of profits above a 5% annual hurdle.
Fees are paid quarterly. Separate account clients can terminate with written notice. Fund investors can redeem monthly, as stated in their agreement.