Mulberry Investors is an investment advisory firm founded by Zhuohua Huang, specializing in discretionary management of U.S. and Greater China equity portfolios. The firm follows a value investing strategy, typically holding five to ten core stock positions alongside cash equivalents or risk arbitrage for uninvested capital. Mulberry Investors manages separate accounts for individual and high-net-worth clients, requiring a minimum investment of $100,000. The firm operates with a single investment professional and does not tailor strategies to individual client needs or participate in wrap fee programs. Investment management services are provided for a flat annual fee rather than a percentage of assets under management.
Fee Structure
Mulberry Investors charges a flat annual fee of $1,000 per client for investment management services, regardless of the size of the portfolio or the number of accounts.
- The minimum investment required to open an account is $100,000.
- Fees are billed annually at the end of the year and are prorated if the client relationship lasts for only part of the year.
- Clients are responsible for paying any third-party custody and brokerage fees, such as commissions or transaction costs, charged by their custodian.