Motiwala Capital LLC

Managed Accounts

• 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.

            Strategies

• 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