Hoov Capital Management advises a private investment fund, focusing on equities but may use other asset classes for diversification. Investment choices are made by the fund, not individual investors. HCM uses various analysis methods including charting, fundamental, technical, cyclical, quantitative analysis, and modern portfolio theory. The firm does not participate in wrap fee programs.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
HCM receives a quarterly Management Fee, calculated at an annual rate of 2% (0.5% per quarter) of each Limited Partner’s Capital Account. HCM will receive an incentive allocation based on investment performance of the Fund generally in an amount of 20% of realized and unrealized gains for the year.