Approaches

At Palumbo, clients turn to us for a greater approach to invigorate management. This approach aids our pursuit to deliver reliable, lasting alpha by vigorously taking rewarded risks and avoiding unrewarded risks.

Vigorous management is greater than just an investment approach at Palumbo. Although stability has always been at the fundamental level of our presence since our establishment, our vigorous ownership culture endorses a dynamic milieu in which our occupation and investment courses incessantly evolve with a endless focus. Aligned with your benefits and aid you attain successful investment results.

We follow the culture of innovation and that describes our intellectual inquisitiveness in the pursuit of investment philosophies. Prominently, it articulates our steadfast commitment to robust client results and expresses to our active management in our occupation and communities.

Exceptional advices; collective ethics:

Our independent investment crews have the self-determination and elasticity to deliver high-conviction dynamic management while promoting from a culture that endorses a shared groundwork of values and principles.

Inquisitiveness and faith:

An ethos of profound curiosity and faith promotes enduring investment process enhancements while each crew stays accurate to its investment idea.

Orderly and verified method:

Our reliable, demanding, and repeatable process permits policies to perform as clients assume.

Energetic and constant:

Our dynamic proprietorship helps hold top talent, safeguarding our best investment minds are employed on your behalf.

Client relationships:

Our broad-based, dynamic proprietorship means we shape client relations that last year after year than quarter-quarter.

Capital preservation:

Capital preservation is a terminology used in the investment industry to define a very explicit financial mission¬—We at Palumbo, shield the complete monetary value of an asset as gauged in nominal currency. Occasionally, capital protection is reserved to mean shielding the inflation-adjusted buying power of an asset so that an agreed quantity of money can still buy the similar goods and services by the end of the holding period.
For instance, you might acquire the same quantity of pizzas, tea, coffee, tires, or show tickets. At Palumbo, only when the first, or in some cases, the latter is content, does the manager look forward to earning a definite, tangible return on the situation.

Matching Investment Profile:

At Palumbo, irrespective of whether your speculation objectives are wealth preservation, capital progress or a firm income torrent, you will assuredly locate a fund that resembles to your areas from within the bigger pool as a whole. All investment funds propose a visibly well-defined investment plan and performance goal.
Our goal could be to produce striking returns, outdo a quantified market or simply track the presentation of a specific guide. Managers employs portfolio building, asset distribution and security assortment to deliver you with an equilibrium between growth, safety, and income that is in alignment with an asset investment goal. By defining your risk phase and return prospects, you can hand-pick your savings to link your investment profile.
At Palumbo, there is nothing as an entirely safe investment, however, funds that participate solely or predominantly in bonds delivered by recognized governments are mainly sheltered from the peril of default. Additional types of asset preferred by watchful investors comprise bonds delivered by huge and financially steady businesses, particularly those that deliver striking and reliable income profits. Capital market funds are regarded as a harmless substitute and naturally compete with bank deposits.