Pope Asset Management, LLC

Pope Asset Management, established in 2000, is a registered investment adviser based in Memphis, TN. The firm specializes in providing investment supervisory services, managing client assets on a discretionary basis in separately managed accounts, and overseeing investment funds. As of December 31, 2024, Pope manages assets totaling $112,476,370 on a discretionary basis. For separately managed accounts, fees are structured as follows: 1.25% annually for assets less than $1 million and 1.00% for assets exceeding $1 million, payable quarterly in arrears. Clients may also incur additional fees related to mutual fund investments and brokerage costs. Pope acts as a sub-advisor to certain clients of Brookline Investments, Inc., receiving a percentage of the fee charged by Brookline Investments. Pope's investment strategy primarily involves fundamental analysis, aiming to purchase securities at a discount to their inherent value. The firm focuses on quality businesses, strong management teams, and identifying macro trends to make informed investment decisions. Pope primarily invests in publicly traded equities and fixed income securities, with additional investments in private equity and derivative products. The firm serves a range of clients, including individuals, institutions, and private investment funds, with a minimum investment amount of $2 million for separate managed accounts. Pope typically exercises discretionary authority in selecting securities for clients, aligning with their long-term investment goals and risk tolerance. Clients receive regular portfolio reviews and performance reports to track their investments. Pope Asset Management operates under a Code of Ethics to ensure high standards of business conduct and fiduciary duty to clients.