Wavelet Capital offers investment management services, managing portfolios on a discretionary basis. The firm aims for high returns through capital appreciation, investing in common stocks and derivatives. They use fundamental research and financial analysis to find undervalued or overvalued opportunities. Wavelet Capital may also provide non-discretionary investment consulting services to clients.
Fee Structure
Wavelet Capital charges an annual management fee of up to 2.0% of the value of your portfolio. This fee is paid monthly or quarterly, in advance. The fee may be adjusted for significant contributions or withdrawals. Wavelet Capital may also receive a performance-based fee of up to 35% of any net profits in the client account during the agreed-upon investment period.