Schwerin Boyle Capital Management, Inc

Schwerin Boyle Capital Management, Inc. is an SEC-registered investment adviser established in 1989, located in Springfield, MA. The firm specializes in individual portfolio management and privately offered pooled investment vehicles. For separately managed accounts, the firm exercises full investment discretion, primarily focusing on U.S. common stocks. The firm manages over $1.19 billion in assets as of 12/31/2022. Schwerin Boyle charges a 1.0% annual fee for portfolio management services, billed quarterly. The firm may negotiate fees with certain clients. Additionally, the firm serves as the investment adviser to Double Play, a limited partnership, and receives performance-based compensation. Schwerin Boyle acts as a fiduciary under ERISA and the Internal Revenue Code, ensuring clients' best interests are prioritized. The firm does not engage in solicitation or pay for client referrals. Clients have the option to delegate proxy voting authority to the firm. Schwerin Boyle provides regular account reviews and reports to clients, ensuring transparency and compliance with regulatory requirements. The firm does not require prepayment of fees and maintains no financial circumstances that could impair its ability to meet obligations.