Adrian Day Asset Management

Adrian Day Asset Management provides discretionary portfolio management primarily for individual clients (including high‑net‑worth individuals) and a range of entity clients, and it also accepts pension/profit‑sharing plans, trusts and some insurance and pooled investment vehicles. The firm focuses on equity‑oriented global strategies and also offers specialist gold and natural‑resources accounts, but does not provide stand‑alone financial planning or insurance product sales.

The firm follows a long‑term global value approach, using fundamental, bottom‑up research together with a top‑down perspective; it generally holds publicly traded equities, may invest in private placements with client authorization, and uses options strategies in separately managed accounts where authorized. Accounts are managed on a client‑by‑client basis (not to a single model), are tailored for individual circumstances and restrictions, and the adviser may charge performance‑based fees for qualified clients.

Distinctive features include an operational and personnel affiliation with another registered investment adviser and overlap in portfolio management for related pooled products, a structure the firm discloses and monitors with internal controls. The firm also maintains regular client performance reporting and a quarterly client Portfolio Review, accepts a wider set of client types than many peers (including certain pooled vehicles and institutional arrangements), and documents referral/solicitation arrangements under written agreements.