ArrowMark Colorado Holdings, widely known as ArrowMark Partners, is a Denver-based institutional investment management firm with billions of dollars in assets under its management. It focuses on alternative credit and capacity-constrained equity strategies. ArrowMark's financial advisors primarily work with institutional clients and investment funds.
ArrowMark Partners Background
ArrowMark was founded in 2007 by David Corkins and Karen Reidy. Prior to ArrowMark's founding, they were both executive vice presidents at Janus Capital Group. Since then, three other Janus veterans have joined the firm. Today, its portfolio management team features two chartered financial analysts (CFAs). Collectively, the team shares more than 100 years of experience in the investment management industry.
In addition to co-founders Corkins and Reidy, the firm’s partners include Kaelyn Abrell, Sanjai Bhonsle, Chad Meade and Brian Schaub.
ArrowMark Partners Client Types and Minimum Account Sizes
ArrowMark works with some high-net-worth individuals, as well as their related trusts, estates, endowments and foundations. However, the firm mainly works with institutions, including investment companies, in-house investment funds, retirement plans, government entities, insurance companies, sovereign wealth funds, businesses and collateralized debt obligations (CDOs).
The minimum investment for a separately managed account is generally $10 million. However, this may be negotiable.
Services Offered by ArrowMark Partners
ArrowMark focuses on providing investment management services. It generally constructs separately managed accounts for its clients. The firm also advises U.S. mutual funds and hedge funds.
ArrowMark Partners Investment Philosophy
ArrowMark aims to build diversified portfolios that adhere to a client’s risk tolerance and investment goals. It may invest client assets across various asset classes including equity, fixed income, options and asset-backed securities. Its equity strategy focuses on areas where capacity is scarce or constrained or there is a special situation. The team also looks for asymmetrical risk-reward investment opportunities in fixed income and private credit. They also specialize in leveraged loan investments and collaterized loan obligation (CLO) funds.
The firm primarily relies on fundamental analysis when evaluating these securities. This method involves measuring the intrinsic value of a stock by studying the company’s financials and potential for growth and positive performance.
Fees Under ArrowMark Partners
ArrowMark charges annual investment advisory fees as a percentage of assets under management (AUM). These generally range from 0.20% to 1.00%, and are charged on a quarterly basis. Clients should also expect to be charged for custodial fees, brokerage commissions, fund expense ratios and other miscellaneous costs.
What to Watch Out For
ArrowMark does not have any disclosures listed on its SEC-filed Form ADV.
For some of its advisory relationships, ArrowMark recieves performance-based fees. According to the firm's Form ADV, this "may create an incentive for [the firm] to make investments that are riskier, more speculative, or more highly levered than would be the case in the absence of performance-based compensation." While this induces a potential conflict of interest, the firm's fiduciary duty means it must act in your best interest, no matter what.
Opening an Account With ArrowMark Partners
To get in touch with ArrowMark, simply call the firm at (303) 398-2929.
All information is accurate as of the writing of this article.
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