Portolan Capital Management manages investments for private investment funds, a UCITS fund, separate accounts, and a sub-advised client. Portolan focuses on long-term capital appreciation through global equity investments, favoring smaller capitalization stocks. They analyze companies based on factors like value, quality, management, and growth potential. Portolan uses internal research, sell-side research, and expert networks to identify investment opportunities.
Fee Structure
Portolan Capital Management primarily manages investments for pooled investment vehicles and separate accounts with a $20 million minimum. Fees vary depending on the type of account and series of interest. Management fees are charged as a percentage of the net asset value of the account, and performance-based fees may also apply. These fees are exclusive of brokerage commissions and other related expenses.