Calydon Capital provides discretionary and non-discretionary portfolio management services primarily focusing on equity and fixed income markets. The firm serves high-net-worth individuals, pooled investment vehicles, and other investment advisors. Calydon Capital uses proprietary screening models and factor analysis to construct equity portfolios, and employs credit underwriting for high-yield municipal bond strategies. In addition to managing separate accounts, Calydon Capital serves as the investment manager for a private fund called Joshua Tree Capital. The firm operates with a fiduciary duty to act in the best interest of its clients, particularly when providing advice on retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee ranges from 0.10% to 1.50% based on market value and services rendered. Fees are negotiable.