Marlowe Partners is an alternative asset management firm based in New York City. Marlowe manages investment funds, seeking undervalued securities in both US and international markets. Their investment approach involves in-depth research to identify complex situations where sellers may make mistakes. They invest primarily in stocks but may also invest in debt. Marlowe often invests with a multi-year horizon and may hedge against market downturns.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750.0M | 1.50% |
| $750.0M - $850.0M | 1.40% |
| $850.0M - $950.0M | 1.30% |
| $950.0M - $1050.0M | 1.20% |
| $1050.0M - $1150.0M | 1.10% |
| $1150.0M - $1300.0M | 1.00% |
| $1300.0M - $1500.0M | 0.95% |
| $1500M+ | 0.90% |
Fees are generally not negotiable, however Marlowe Partners, at its sole discretion, may elect to reduce, waive or calculate differently the Management Fee with respect to any person. An incentive allocation is made at the end of each calendar year, and is calculated and charged separately with respect to each investor at a rate equal to 18% of the net appreciation in the investor’s account, in excess of the loss recovery balance, if any.