Saber Capital Management provides investment management services to individuals and pooled investment funds, using a concentrated, value-investing strategy. The firm focuses on finding undervalued common stocks by analyzing individual company financial statements, balance sheets, and cash flows with a long-term time horizon of three to five years or longer. Saber Capital Management offers discretionary investment management, meaning the firm makes buying and selling decisions on behalf of clients without needing prior consultation for each trade. The firm does not provide comprehensive financial planning services, tax preparation, or estate planning, focusing instead entirely on portfolio management and security selection. Clients are required to meet a minimum investment of $250,000 to open a separately managed account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees range from 0% to 2.0% annually, charged quarterly based on average net assets. Certain clients may also be subject to performance-based fees ranging from 15.0% to 25.0% of the increase in account net assets. Fees are negotiable.