We offer client-driven mandates and client-aligned fees in a client-friendly atmosphere of transparency and candor.
The standard fee is the investment management fee we charge on assets under management in our flagship strategies.
The fulcrum return is the above-benchmark target for performance-based fees. It is derived by AJO Vista and based on empirical evidence, economic logic, and economic intuition. It reflects trading costs, but not investment management fees.
The fulcrum return target is NOT a guaranteed return. Actual client returns may differ materially, and clients may (gulp!) lose money.
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