At Palm, we are driven by our commitment to excellence. Empowered by trust, we uphold the highest quality in everything we do. In portfolio construction, we methodologically follow these key frameworks to provide attractive real returns.
Quantitative
We rely on Modern Portfolio Theory and the Black-Litterman Model to generate attractive risk-reward ratios
Forward Guidance
We leverage on our strong understanding of sectors to forecast trend growths, keeping abreast of shifting macro winds
Deliberate Asset Allocations
We utilise strategic and tactical asset allocations to actively seek growth opportunities and position our portfolios to effectively capture them
Our Value Proposition
We offer unparalleled attention to detail. Our process involves meticulously filtering through each investment ensuring they provide substantial value to our investment objectives. This rigorous process allows us to support high-potential business, leveraging their sustainable growth and transformations.
We pride ourselves on granularity and seek opportunities that provide attractive risk-adjusted returns. With a disciplined and value-oriented approach, we are confident of our ability to create value and maintaining a compelling risk-reward portfolio, allowing us to thrive in any market environment.
We provide stability and diversification by adeptly hedge against cyclical market movements with our diverse asset classes. Our extended time horizons, unique to a young firm, enable us to tactically leverage long-term wealth creation opportunities for investors committted to the long journey with us.
Palm Holdings 