Hedge Fund Fee Structures

Alternative Investments: Hedge Funds, Private Equity & Real Assets · 3:03

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Lyrics

[Verse 1]
When you invest in hedge funds, there's fees you need to know
Management and incentive, that's how the money flows
Two percent for management, they take it every year
Whether profits rise or fall, this fee will always appear

[Chorus]
Two and twenty, that's the way
Management fee and profit's pay
High-water mark protects your ground
Hurdle rate keeps fees sound
Clawback provisions make it fair
Hedge fund fees beyond compare

[Verse 2]
Incentive fees are different, they're based on how you win
Twenty percent of profits when returns begin
But there's a catch that helps you, called the high-water mark
You only pay on new gains, not climbing from the dark

[Chorus]
Two and twenty, that's the way
Management fee and profit's pay
High-water mark protects your ground
Hurdle rate keeps fees sound
Clawback provisions make it fair
Hedge fund fees beyond compare

[Verse 3]
The hurdle rate's your minimum, the bar you have to clear
Before incentive fees kick in, this threshold must appear
It might be risk-free rate plus more, or fixed percentage set
Only profits past this point will catch the incentive net

[Bridge]
When managers take too much and later lose your cash
Clawback provisions help you get your money from their stash
They have to pay back excess fees from their previous gain
It keeps the system balanced when performance turns to pain

[Chorus]
Two and twenty, that's the way
Management fee and profit's pay
High-water mark protects your ground
Hurdle rate keeps fees sound
Clawback provisions make it fair
Hedge fund fees beyond compare

[Outro]
Understanding fee structures helps you make the call
Management, incentive, protections, know them all
Before you place your money in a hedge fund's care
Make sure you know exactly what fee structure's there

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