ICM is a singularly focused manager, having just one product—Inflection. Inflection is a concentrated long-only US core equity strategy. We believe that Inflection can produce over +250 bps in net "alpha" per year through superior stock selection and a tight management of the reward-to-risk in the strategy. Inflection is an alpha generating product versus a broader market mandate.
Fee Structure & Account Minimum
Annual management fee of 0.90% of account value (billed monthly at .0747% of month-end value)
$250,000 minimum for accredited investors
$5M minimum for institutional investors
Our client creates a separately managed accounts (SMA) at its custodian. The client then gives ICM discretionary authority to trade equities, ADRs, and ETFs within that account. The client and restrict ICM's access to the account at any time.