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Big Sur Capital retains a limited Power of Attorney to allocate assets only, with all investment account held in the client's name. We place your assets in solid securities, and you maintain control of your own account. We also do manage retirement account.
Investment Philosophy
At Big Sur Capital, we take our role in your financial security seriously. Our equity strategies emphasize risk-adjusted return. Many investment firms employ only one single investment strategy or passive investment; we monitor economic conditions for any changes and new opportunities that may influence your portfolio, and shift our strategy accordingly. Our active management is based on economics, and fundamental and quantitative analysis. We strive to give you high return-risk ratio.
Fees
Hedge funds' high management and performance fees erode investors' return. We bridge the gap between the mutual funds and hedge funds. The only fee you pay to us is the annual management fee (1.5 to 2% of the asset under managed). As we are fee based, our drive and motivation comes from growing your portfolio to benefit both parties. We believe in building long term relationships with our clients.
Performance
Our net performance after fee as of Dec 31, 2007:
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