Sompo Asset Management (SAM) offers investment management services, focusing on Japanese equity and bond strategies. SAM provides discretionary investment management to non-U.S. separately managed accounts. SAM also provides model portfolios to clients who execute trades in their own client accounts. SAM's investment philosophy centers on identifying discrepancies between market price and intrinsic value through fundamental research.
Fee Structure
Sompo Asset Management (SAM) charges a fee based on a percentage of the assets they manage for U.S. based clients. The specific fee is agreed upon individually with each client and documented in the advisory agreement. Fees are calculated and paid quarterly. The management fee may be waived, reduced, or calculated differently for affiliates, members, employees, or other clients at SAM's discretion.