Comus Investment, LLC

Comus Investment provides discretionary portfolio management for both individual and institutional clients, focusing solely on publicly traded equities rather than offering financial or retirement planning. The firm limits its trading to common stocks, generally avoids derivatives, margin and leverage, and may convert client funds into foreign currencies to execute international equity purchases.

Its investment approach is deep‑value oriented and concentrated: the manager seeks foreign small‑ and micro‑cap companies trading at low multiples of net worth or historical earnings with the expectation of mean reversion, resulting in portfolios that can differ substantially from market indices. Clients’ accounts are managed alongside the manager’s personal holdings, and allocations can vary modestly based on deposit and withdrawal timing.

Distinctive features include the availability of performance‑based fee arrangements for institutional, qualified, and international clients and an existing sub‑advisory relationship under which the firm manages several million dollars on a performance‑fee basis — arrangements that are uncommon among peers. The firm’s emphasis on foreign microcaps, currency conversions for purchases, and an explicit policy of referring clients seeking bonds, index funds, or money‑market strategies elsewhere further underscore its specialist, high‑idiosyncrasy equity focus.