Applied Derivative Research offers investment management services through separately managed accounts, using both discretionary and non-discretionary approaches. The firm's investment philosophy focuses on generating risk-adjusted returns through fundamental research and bottom-up/top-down analysis, with an emphasis on sustainable and impact-oriented investments. They invest in equity and debt securities across a range of sectors and countries.
Fee Structure
Applied Derivative Research charges investment management fees based on a percentage of the assets they manage. These fees generally range from 0% to 2% annually, depending on the client, the size of the investment, the type of investments, and whether a performance fee is also charged. Fees are negotiable and may vary among clients. A performance-based fee may also be charged, ranging from 0% to 30% of the increase in net asset value.