BTG Capital Management offers a single investment vehicle utilizing equity options to express its views in the management of client accounts. BTG uses a proprietary investment strategy to trade equity options on a discretionary basis and may also buy and sell the underlying securities to hedge the option position. Clients may not impose restrictions on investing in certain securities or types of securities.
Fee Structure
BTG Capital Management charges a performance-based fee of 25% of the client's net quarterly performance based on capital appreciation. This fee is negotiable. A High Water Mark is employed at the end of each quarter through the 12/31 quarter end, so no performance fee is charged to an account unless the losses have been recouped. Clients also incur transaction costs and pay broker commissions directly to Interactive Brokers.