Global Special Situations Research Company (GSSR) offers portfolio management services, focusing on special situations equity accounts. GSSR's investment approach involves fundamental research to identify undervalued acquisition candidates. The firm constructs portfolios of 30-50 stocks, aiming for recovery from undervaluation within three to five years. GSSR caters to high net worth individuals and company pension plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.50% |
Fees are negotiable. Clients may pay a combination of asset-based and performance fees: 0.5% on the first $1 million, 0.5% on amounts over $1 million and up to $5 million, no asset-based fee over $5 million, plus a performance fee equal to 12% of net profits of the account. The performance fee may be reduced to 10% for accounts greater than $3 million at the beginning of the year.