Old West Investment Management, LLC

Old West Investment Management, LLC is an independent investment management firm established in 2008, managing equity, fixed income, and alternative assets for individuals and institutions. The firm's Chairman, Joseph Boskovich, Sr., owns over 25% of the outstanding shares. Services include investment management through separately managed accounts and limited partnerships, with strategies like Large Cap, Small/Mid Cap, and Model Provider services on the Envestnet Platform. Old West does not have monetary requirements for opening accounts and charges fees based on a percentage of assets under management. Fees are negotiable, with a standard fee schedule ranging from 1.00% to 0.45%. The firm also offers performance-based fees for certain qualified clients. Old West invests in a limited number of securities, including small capitalization and foreign securities, and acts as a Model Provider on the Envestnet Platform. The firm's investment philosophy focuses on a large margin of safety and long-term growth of capital through ownership of good businesses. Old West's investment process emphasizes aligning with management teams and understanding their incentives. The firm conducts rigorous fundamental research, industry analysis, and qualitative analysis to make investment decisions. Old West has a Code of Ethics, proxy voting policies, and procedures to ensure ethical conduct and voting in the best interest of clients. The firm does not maintain custody of client assets and does not engage in soft dollar arrangements.