Rose Grove Capital Management manages investments for various pooled investment funds and separately managed accounts. Rose Grove's investment approach focuses on maximizing risk-adjusted returns and capital preservation. The firm invests primarily in preferred equities, exploiting pricing discrepancies between equity, preferred, and debt securities. Rose Grove may also use derivatives and structured notes.
Fee Structure
Rose Grove manages investments for pooled investment funds and separately managed accounts. Fees for separately managed accounts are negotiated and may include a combination of management and incentive fees. The fees are based on the value of the account. Investors in the funds pay management fees based on a percentage of assets and performance-based amounts. Investors also bear other fees and expenses incurred by the funds.