Verbena Value LP

Fee-Only (% of Portfolio)

Verbena Value LP offers investment management to institutional clients, aiming for uncorrelated returns relative to equity indices. Verbena uses a fundamental, bottom-up research process, specializing in the industrial, energy, materials, and utilities sectors. Verbena focuses on identifying undervalued and overvalued securities, while managing risk and limiting exposure to broad equity markets.

Assets Under Management$1B
Clients1
AdvisorsN/A
Avg. per Client$1B
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Verbena Value LP | TrueAdvisor