Investment Opportunity

Portfolio Management

We serve individuals and families looking to invest funds in a strategy that strives to consistently outperform the broad 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.

How to Invest

To invest with us, or discuss your investment needs please schedule a short conversation with us. ​The minimum investment is $25,000. For general questions, please call us at 1-631-250-2829, or​ ​e-mail us at investor.relations@deanryle.com.

US Capital Appreciation Strategy

INVESTMENT OBJECTIVE

Target return of 2% p.a. (net of our fees) above the S&P 500 index

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.

FEES

0.17% (17 bps) p.a. plus

Performance fee  

30% of excess returns above the benchmark, only paid if we beat the high watermark. See Fees & High Watermark

HIGH WATERMARK

Yes

Includes high watermark protection for investors.

MINIMUM INVESTMENT

$25,000

INVESTMENT UNIVERSE PRIMARILY

Includes top 500
US-listed companies in the 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)

US Dividend Income Strategy

INVESTMENT OBJECTIVE

Target return of 1% p.a. (net of our fees) above the S&P 500 index + target dividend yield of 2% p.a.

In a portfolio comprising of equities, our objective is to outperform the broad US equities market, by targeting a return greater than 1% p.a. (net of our fees) above the S&P 500 index over rolling 3-year periods + generate a target dividend yield of 2% p.a.

VEHICLE


Separately Managed Account

HOLDS GENERALLY


20-65 stocks

United States listed equity securities in the S&P 500 index.

FEES

0.17% (17 bps) p.a. plus

Performance fee  

30% of excess returns above the benchmark, only paid if we beat the high watermark. See Fees & High Watermark

HIGH WATERMARK

Yes

Includes high watermark protection for investors.

MINIMUM INVESTMENT


$25,000

INVESTMENT UNIVERSE PRIMARILY


Includes top 500
US-listed companies in the 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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