Investment Opportunities

How to Invest

We serve individuals and families that reside in the United States of America, who are regarded as qualified clients looking to invest funds in the US equity market. We have a fiduciary duty to our clients, which means we have a fundamental obligation to provide suitable investment services and always act in their best interests.

For questions about Dean Ryle or investing with us, or for help with the application process, please

 

  • call us at 1-212-292-3721, or​ 

  • e-mail us at investor.relations@deanryle.com.

Summary of an actively managed US Equity Investment Portfolio
 

INVESTMENT OBJECTIVE
In a portfolio comprising of equities, our objective is to outperform the broad US equities market, by targeting a return greater than 2% p.a. (net of our fees) above the S&P 500 index over rolling 3-year periods
 

VEHICLE
Separately Managed Account
 

HOLDS GENERALLY
20-65 stocks
United States listed equity securities in the S&P 500 index.
 

MANAGEMENT FEE
0.17% (17 bps) p.a.
 

PERFORMANCE FEE
30% p.a.
of outperformance above the S&P 500 Index, capped to 2% of AUM. Includes high-water mark to protect investors.
 

MINIMUM INVESTMENT
$250,000
 

INVESTMENT UNIVERSE PRIMARILY
Includes top 500
US-listed companies in S&P 500 index
 

SUGGESTED TIMEFRAME
3 - 5 years or more
 

RISK
   High   
                                                  
INVESTOR CLASS

US Resident and Qualified Client
as defined by the Securities and Exchange Commission (SEC)

 

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