Shadowfax Investments provides investment management services to individual investors through managed accounts. They use fundamental analysis to identify undervalued securities and may also pursue risk arbitrage opportunities and short positions. Shadowfax also offers financial planning services on a comprehensive, modular, or hourly basis, covering budgeting, goal-setting, investment planning, and performance evaluation.
Fee Structure
Shadowfax Investments charges an annual fee based on the value of your portfolio. The fee is 2% of your portfolio's value. However, this fee structure applies only to Non-Qualified clients. Qualified clients are charged a performance fee, as detailed in Item 6 of the brochure. Fees are deducted annually. If more than 20% of your portfolio is held in cash for six or more consecutive weeks, fees are waived during that period.