Holowesko Partners LTD.

Fee-Only (% of Portfolio)

Holowesko Partners Ltd. (HPL) is an investment advisor based in Nassau, Bahamas. HPL provides investment advisory services to private funds (Holowesko Group of Funds) and managed accounts. HPL uses a bottom-up, fundamental company analysis to identify and evaluate opportunities. HPL may employ leverage in its client portfolios.

Assets Under Management$780M
Clients7
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Management fee rates may vary depending on the investment strategy of the respective managed fund client. Managed account clients may also be subject to a performance fees based on the specific strategy of the account and if applicable, the performance-based fee is based on the overall performance on a benchmark relative return basis (with loss carry-forward provisions). The performance-based fee rates currently charged are 10% of relative benchmark outperformance.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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