Villanova Investment Management Company provides discretionary investment management services to individuals, corporations, pension plans, and charitable organizations, alongside managing a private investment fund. The firm focuses primarily on investing in United States small-capitalization equity securities that trade below their assessed private market value. By emphasizing fundamental bottom-up research, free cash flow analysis, and capital preservation, Villanova Investment Management Company aims to achieve superior absolute and relative returns over a full market cycle while attempting to minimize risks such as leverage and illiquidity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Management fees are individually negotiated and are expected to range from 0.40% to 0.90% of the fair market value of the managed account assets on an annual basis, depending on the client's investment objectives, strategy, account size, and total relationship assets.