Why Palermo?
Protecting Capital
We aim to generate wealth over multiple market cycles through strong risk-adjusted returns and the protection of capital during periods of market stress.
Focused on Sustainable Growth
We focus on companies that are disrupting consumer-facing industries and enabling digital transformation. We specialize in companies with smaller market capitalizations to take advantage of inefficiencies in areas where innovation and disruption are often most pronounced.
Concentrated Portfolio Informed by Extensive Research
We employ a fundamentally driven bottom-up selection process, identifying themes and finding mispriced securities through extensive primary research. We maintain a concentrated portfolio of high-conviction ideas.
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