Octagon Capital Advisors manages investments for affiliated pooled investment vehicles (Funds), aiming for attractive risk-adjusted returns by investing in healthcare companies globally. Octagon does not provide individualized investment advice to the Funds' underlying investors. The firm invests in various securities and financial instruments of healthcare companies, including stocks, bonds, and private placements.
Fee Structure
Octagon Capital Advisors manages investments for pooled investment funds and receives a management fee and incentive allocation. Management fees are typically paid quarterly in advance based on the value of each investor's capital account. The firm may waive or modify the management fee for certain investors. Octagon also generally receives an incentive allocation from each investor at the end of each calendar year.