Focused Compounding Capital Management provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. The firm focuses on specialized investment strategies, targeting undervalued, obscure, or overlooked equities such as spin-offs, illiquid micro-cap and small-cap stocks, and companies emerging from bankruptcy. Rather than holding a wide variety of holdings, portfolios are typically concentrated in just five to six equally weighted stocks that are considered high-quality businesses. Focused Compounding Capital Management operates with full authority to make trades without asking clients first, following an agreed-upon Investment Policy Statement. In addition to managing separate accounts for individuals and institutions, the firm manages a private investment fund. The firm requires clients to use a specific broker-dealer, Interactive Brokers, for executing transactions. The principal owners of the firm are Geoff Gannon and Andrew Kuhn.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are assessed at 2.00% annually on all assets under management and are debited monthly in arrears.