Capital Returns Management manages investments for private funds and a segregated portfolio, focusing on generating capital appreciation through investments primarily in the global insurance industry. The firm takes both long and short positions in publicly-traded equity securities. Investment opportunities are sourced through a screening process, financial analysis, and monitoring of portfolio performance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual management fee is 1.50% of the value of each investor's investment capital. There is also a performance-based allocation or fee equal to 20% of the net profits achieved by the fund investor's investment, subject to a high watermark. The management and performance-based allocations or fees may be waived or reduced at the discretion of the Adviser.