Kiltearn Partners provides investment management services, specializing in publicly traded global equity securities. Kiltearn uses a bottom-up value investment approach. Kiltearn does not provide financial planning or market timing services. Kiltearn generally does not customize its investment program based on individual client needs.
Assets Under Management$1.7B
Clients4
AdvisorsN/A
Avg. per Client$440M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $25.0M | 0.80% |
| $25.0M - $75.0M | 0.70% |
| $75.0M - $150.0M | 0.60% |
| $150.0M - $400.0M | 0.50% |
| $400M+ | 0.45% |
Fees are not generally negotiable. However, Kiltearn may rebate fees paid by Unitholders invested in the US Funds or charge lesser fees to Unitholders based upon the Kiltearn’s relationship with the Unitholder, assets invested by the Unitholder, the timing of the Unitholder’s investment, and other factors deemed relevant by Kiltearn.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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