Appian Way Asset Management provides investment advice to pooled investment vehicles, not individual investors. Appian Way uses a sector-focused, market-neutral equity investment strategy, primarily investing in the industrials, materials, technology, energy, and consumer sectors. Appian Way combines fundamental analysis with quantitative tools to manage risk and optimize position sizing. The firm invests in publicly traded equities, exchange-traded funds, and equity-linked derivatives.
Fee Structure
Appian Way charges an investment management fee based on the value of the assets they manage, and/or a performance-based fee based on the capital gains or appreciation of a client's assets. The management fee is generally up to 1.5% annually. The performance fee is generally 20% to 25% of a client's net profits.