- Motiwala Capital manages separate investment accounts held in the clients name.
- Recommended minimum account size: $50,000
- Recommended minimum investment timeframe: 3 years
- Account types: Individual / Joint / IRA ( Roth/ Traditional / Rollover /Inherited / SEP) / Trust / Partnership / Corporation / LLC
- Total transparency. Clients can view their portfolio, trades, net acccount value daily
- Account can be closed , transferred out without any lock up period
- Advisory Fees: 1.5% annually of the net account value, charged on a quarterly schedule. Sliding scale down for higher accounts > $250k
- Long only. No shorting. No use of margin.
- Generals - companies that meet our criteria of quality that can be purchased below our estimate of their fair value.
- Special Situations - Investment in companies that have a corporate event that will unlock value such as tenders, mergers, spinoffs, liquidations etc