Hallstatt Advisors provides investment management services to private pooled investment vehicles and separately managed accounts. Hallstatt focuses on long and short equity securities, primarily investing in North America. The firm's investment approach involves a bottom-up, research-intensive analysis of areas of disruption across the industrial economy, aiming for capital appreciation above comparable benchmarks.
Fee Structure
Hallstatt Advisors generally charges a quarterly management fee at an annual rate of 1% or 1.5% of the net assets of the client. Affiliates of Hallstatt also generally charge performance compensation equal to 15% to 20% of the increase in net asset value of the client, subject to a high water mark. The firm will negotiate fee structures for separately managed accounts, which will likely differ from the fees described for pooled investment vehicles.