VIS Advisors offers portfolio management and investment advisory services, primarily focusing on Japanese equity securities. They aim to identify investment opportunities by researching the fundamentals of individual securities and comparing market prices to intrinsic values. VIS Advisors manages pooled investment vehicles and separately managed accounts, tailoring the latter to client needs and risk tolerances. They may also employ hedging strategies and, on rare occasions, take an activist approach to shareholder engagement.
Fee Structure
VIS Advisors' fees include an annual management fee and an incentive allocation. The management fee typically ranges from 1.3% to 1.5% annually of the value of your portfolio. This fee is paid quarterly in advance. VIS Advisors may also receive an annual incentive allocation ranging from 10% to 15% of net profits. There is no refund of the management fee if you withdraw assets during the quarter.