Easterly Investment Partners manages investment portfolios across various strategies, including value equities, small- and mid-cap equities, and real estate securities. Easterly Investment Partners serves individuals, high-net-worth clients, estates, pension plans, charitable foundations, and other entities through separately managed accounts, mutual funds, and private funds. The firm utilizes fundamental analysis and a contrarian investment philosophy, seeking undervalued companies and special situations. Additionally, Easterly Investment Partners provides real estate securities strategies focusing on publicly traded real estate investment trusts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees vary by investment strategy. Small Cap Value: 0.70% on first $25M down to 0.35% on balance. SMID Cap Value: 0.65% on first $25M down to 0.30% on balance. All Cap Value: 0.70%. Focused Value: 0.95%. Global Real Estate: 0.70% on first $50M, 0.60% on next $50M, 0.50% over $100M. US Real Estate: 0.50%. Fees are negotiable.