Obra Fund Management (OFM) manages investments primarily through exchange-traded funds (ETFs). These funds focus on securitized credit investments like asset-backed securities and mortgage-backed securities. OFM uses both macroeconomic analysis and fundamental analysis to make investment decisions. OFM's services are generally not tailored to the individualized needs of any particular investor in any Fund.
Assets Under Management$48M
Clients1
AdvisorsN/A
Avg. per Client$48M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.63% |
Management fees charged by OFM to the Funds range up to 0.63% per annum of the average daily net assets of each Fund.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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