Palogic Value Management manages investments for private funds, aiming for long-term capital growth while limiting risk. Palogic also offers a wrap fee program for individual high net worth investors, trusts, foundations, charitable organizations and small entities, providing investment advice and trade execution for a bundled fee. Palogic has full authority to make investment decisions for the funds, following the objectives and guidelines in the fund documents. Palogic's investment approach is value-driven and based on fundamental analysis, taking both long and short positions in various asset classes.
Fee Structure
Palogic Value Management manages investments through a wrap fee program. The fee for this program is a percentage of the value of your investments and includes both advisory services and the execution of trades. This fee is negotiable and charged quarterly in advance. If you end the agreement mid-quarter, you'll receive a refund for the unused portion of the fee. Your portfolio may be invested in third-party money market funds, mutual funds, or exchange-traded funds, which have their own separate fees.