Booth-Laird Capital Management manages all aspects of Booth-Laird Investment Partnership, a private investment fund. They focus on long-term capital growth through investments in undervalued stocks. The firm does not currently act as an investment advisor outside of its duties as General Partner of the Partnership.
Fee Structure
Booth-Laird Capital Management manages investments for the Booth-Laird Investment Partnership. Fees are deducted directly from investor capital accounts and are not negotiable.
For qualified investors, the management fee is 0.375% of the average capital balance each quarter. There is also an annual performance fee of 20% of net profits exceeding the greater of the Standard & Poor 500 Index return (excluding dividends) or 4%.
For non-qualified investors, the management fee is 0.5% of the average capital balance for the first three quarters and 2.0% for the fourth quarter. Non-qualified investors will not pay more in fees as a percentage of average assets during the year than qualified investors.