Southpoint Capital Advisors LP

Fee-Only (% of Portfolio)

Southpoint Capital Advisors LP manages investments for private investment funds, aiming for high returns while minimizing risk. They employ a value-oriented long/short equity strategy, purchasing undervalued securities and selling short overvalued ones. Southpoint's analysis involves identifying recurring situations, conducting fundamental research, and monitoring positions. They maintain a concentrated portfolio and may use borrowing and hedging techniques.

Assets Under Management$6.5B
Clients2
AdvisorsN/A
Avg. per Client$3.3B
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fee is 1.5% annually of the net asset value of an investor's investment in the Funds, paid in advance. Although the Management Fee is generally non-negotiable, Southpoint has discretion to reduce, waive or calculate such fee in a different manner with respect to investors, including affiliates, employees, partners, immediate family members of such persons, or trusts or other entities established by or for the benefit of such persons.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Southpoint Capital Advisors LP | TrueAdvisor