Haven Global Partners, LLC

Haven Global Partners, LLC is an institutional investment management firm founded in 2017 and registered with the SEC. The firm is organized as a limited liability company in Atlanta, Georgia. Haven Global Partners is 80% owned by its employees, with accounts primarily invested according to client-selected strategies. Clients may impose reasonable restrictions on portfolio management, subject to the firm's acceptance. Haven Global Partners provides discretionary Investment Supervisory Services, managing equity portfolios with a focus on International Equity. The minimum portfolio size for these services is $5,000,000, negotiable under certain circumstances. As of December 31, 2024, the firm manages $1,190,270,413 in client assets on a discretionary basis. Clients pay fees based on asset value, charged quarterly in arrears. The advisory fee covers portfolio management and advisory services but excludes additional costs like brokerage commissions. Clients receive statements directly from their custodian and can cancel their agreement with a 30-day notice. Haven Global Partners does not accept performance-based fees or engage in side-by-side management. The firm's investment philosophy involves traditional bottom-up fundamental analysis to identify securities for client portfolios, focusing on sound businesses at attractive valuations. Foreign investments are subject to various risks, including currency exchange rate fluctuations and political instability. Haven Global Partners has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical standards and fiduciary duties are upheld. The firm provides proxy voting services and does not act on clients' behalf in class actions or bankruptcy proceedings.