Katam Hill LLC

The firm provides discretionary investment management to individuals, high‑net‑worth clients, trusts and estates, and also to institutional and pooled vehicles such as pension and profit‑sharing plans, endowments, foundations, and other businesses. It also serves as a subadvisor on third‑party money‑management platforms and offers investment research services to select third parties, delivering aggregated daily trading and portfolio data on a T+1 basis.

Its investment approach is a fundamental, bottoms‑up long/short equity strategy with a sector focus on technology, media, and communications and an objective of high absolute long‑term returns; the brochure describes the strategy as speculative and notes portfolios may be highly concentrated. The firm offers two model portfolios — one designed for cash/retirement accounts that avoids margin and another that authorizes leveraged buying on margin and employs short‑selling, options, and foreign‑exchange exposure — and tailors allocations when only part of an account is appropriate for its strategy.

Noteworthy among peers, the firm combines a single‑advisor, independent structure with several uncommon features: it accepts performance‑based fee arrangements, manages pooled investment vehicles and institutional accounts, and publishes performance results (including predecessor performance and third‑party ratings) in its materials. It also monetizes its trading data through fixed‑fee research arrangements and uses a single primary custodian and execution platform whose performance‑calculation methodology the firm follows for reporting and billing.