Motiwala Capital LLC
Separately Managed Accounts
- Recommended minimum account size: $25,000
- Recommended minimum investment timeframe: 3 years
- Account types: Individual / Joint / IRA ( Roth/ Traditional / Rollover /Inherited) / Trust
- Account held in clients name
- 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.
- Long only. No shorting. No use of margin.
- Strategy 1) Generals - companies that meet our criteria of quality, capital allocation that can be purchased below their calculated values
- Strategy 2) Special Situations - Investment in companies that have a corporate event that will unlock value such as tenders, mergers, spinoffs, liquidations etc
- Strategy 3) Option enhancement - Use of covered calls, cash covered puts to enhance portfolio returns. Available only in larger accounts.
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