English Capital Management manages a private investment fund, seeking capital appreciation through global equity investments. The fund focuses on undervalued companies and aims for long-term growth. The fund's portfolio is concentrated, holding 30-50 positions for 2-5 years. English Capital may use short sales, leverage, and options, and invest in various securities. The fund offers limited partnership interests to qualified investors.
Fee Structure
English Capital manages a private investment fund and charges a quarterly management fee based on a percentage of each investor’s capital account. This fee is generally 0.25% per quarter, which equals 1% annually. English Capital also receives a performance allocation equal to a percentage of the net income allocated to each investor, typically 10%, but only if the investor is a “qualified client”.