Scopus Asset Management manages investments for privately pooled investment vehicles (funds). The firm's investment objective is to achieve superior returns through capital appreciation by investing in common stocks and derivatives. Scopus uses fundamental research and financial analysis to identify undervalued or overvalued investment opportunities. The firm may employ leverage and risk management procedures.
Assets Under Management$3.1B
Clients5
AdvisorsN/A
Avg. per Client$620M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Scopus Asset Management manages investments for pooled investment funds and receives fees as follows:
- Management Fee: Ranging from 1.5% to 2% per year of the value of the assets managed. This fee is charged either quarterly or monthly in advance.
- Incentive Fee/Allocation: Ranging from 20% to 30% of the annual net profits. This is calculated based on realized and unrealized gains and losses and is generally payable at the end of each fiscal year.
These fees are generally not negotiable, but Scopus has discretion to waive or modify them for certain investors, including affiliates and employees.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.