Swift Run Capital Management (SRCM) offers portfolio management services for "Qualified Clients" through separately managed accounts and for certain strategically important non-Qualified Clients in "Custom Accounts". SRCM uses an event-driven value investment strategy, investing in various securities in domestic and foreign markets. SRCM seeks superior absolute returns through capital appreciation and income generation, using a concentrated portfolio approach with typically no more than 25 positions.
Fee Structure
Swift Run Capital Management charges a management fee based on the value of your portfolio. For most clients, the annual fee is 0.75% of the assets they manage, plus a performance-based fee. For other accounts, the annual fee is 1.50%. These fees are charged quarterly in advance and deducted directly from your account. SRCM may negotiate its fees.