Investing for
the future

OUR
INVESTMENT
AIM

Palmyra Asset Management is a fund manager that invests money on behalf of its clients. With an experienced and focused investment team, Palmyra enriches its clients’ lives and compounds their wealth over time.

Palmyra’s objective is to grow all assets allocated to the team in real, inflation-beating terms over the long-term and to ensure protection from any permanent capital loss. Palmyra Asset Management invests in good quality businesses at the right price level, which significantly reduces the potential for any permanent capital loss.

OUR
INVESTMENT
AIM

Palmyra Asset Management is a fund manager that invests money on behalf of its clients. With an experienced and focused investment team, Palmyra enriches its clients’ lives and compounds their wealth over time.

Palmyra’s objective is to grow all assets allocated to the team in real, inflation-beating terms over the long-term and to ensure protection from any permanent capital loss. Palmyra Asset Management invests in good quality businesses at the right price level, which significantly reduces the potential for any permanent capital loss.

INVESTMENT APPROACH

We identify opportunities through a top-down, bottom-up, fundamental investment process.

Know the
business
  • We invest in businesses that we have researched thoroughly and therefore know well.
  • We do not invest in businesses with excessive financial leverage.
  • We do not invest in businesses where there are major concerns about management.
Know the
correct weighting
  • We do not over extend a position.
  • We limit the weight of any investment that we believe to have a higher risk.
Know
the price
  • We appraise what the business is worth in a worst-case scenario.
  • We do not overpay for an investment.
Know the
investment case
  • We only invest if there is a margin of safety.
  • All investments carry some degree of risk, but at Palmyra we only invest if there is an adequate margin of safety built into our own valuations.
  • Invest in good businesses with shareholder-oriented managers and low financial risk when valuations are attractive.
  • Thinking and acting like long-term business owners in a market focused on the short-term.

EXECUTIVE TEAM

Ian Kilbride

Chairman

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Adrian Meager

MD and CIO

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Tiaan Meyer

Chief Financial Officer

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Ryan Magee

Chief Operations Officer

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