Gavilan Investment Partners manages investments for a private investment fund and may manage separate accounts. Gavilan focuses on portfolio management and asset allocation, discussing financial goals and risk tolerance with each client. Gavilan invests primarily in publicly traded equity and equity-related securities in the U.S. and non-U.S. markets, but can invest in other types of investments. Clients and fund investors do not select investments or strategies.
Gavilan Investment Partners' fees are not included here because clients and fund investors are qualified purchasers. Gavilan's compensation is negotiable and varies, but is set forth generally in the applicable client agreement. Gavilan typically deducts management fees and performance allocations and fees directly from client accounts.