Investment Opportunities

How to Invest

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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.

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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.

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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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