Laguna Investments provides investment management and advisory services to individuals, institutions, and private funds such as the Laguna Partners Fund. Founded by Matthew Joslin and Catherine Joslin, the firm focuses on long-biased growth strategies, investing primarily in U.S. public equities, options, and exchange-traded products. Laguna Investments offers personalized portfolio management for separately managed accounts as well as pooled investment vehicle management. The firm utilizes a concentrated investment approach with a focus on companies possessing strong competitive advantages and long-term growth potential.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Base management fee is 2.0% per year for qualified clients and up to 3.0% per year for non-qualified clients. Qualified clients also pay a 20% annual performance fee. Fees are negotiable.