Open Square Capital manages a private investment limited partnership (hedge fund) and separate accounts for high-net-worth individuals. Open Square Capital seeks to maximize total return by identifying and exploiting market inefficiencies, primarily employing value investment techniques. The firm looks for businesses with superior characteristics, durable competitive advantages, and management teams that create shareholder value, trading at a discount to their intrinsic value.
Fee Structure
Open Square Capital manages separate accounts (SMAs) for clients and charges a daily fee based on the value of the account. The minimum account size is $100,000, but exceptions may be made. If a client withdraws funds, any fees, commissions, or other expenses associated with rebalancing or liquidating the account’s holdings may be assessed to the account.