Mittleman Value Partners provides discretionary investment management services, focusing on domestic and foreign equity securities. They employ a single investment strategy, seeking superior returns through long-term investments in undervalued securities globally. They aim to mitigate risk by investing in proven franchises with durable economic advantages and a significant margin of safety. The firm typically holds between 10 and 20 securities and may invest in smaller market capitalization companies. Under limited circumstances, they may approve client guidelines and restrictions on a case-by-case basis.
Fee Structure
Mittleman Value Partners offers investment management services where fees are individually negotiated and can range from 0% to 2% annually based on the amount you invest. Clients meeting certain wealth requirements may also be charged a performance fee, ranging from 5% to 15% of net profits. The firm may, at its discretion, waive or reduce the management fee for any period of time, or agree to apply a different management fee for any client.