Our Investment Portfolio & Strategy | Fairclough Palmer AG

Transforming

Potential

into Reality

Understand equity characteristics and our deployment strategies to identify undervalued companies while ensuring adequate liquidity.

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Become an Investor

An evening work session captured within a Fairclough Palmer AG contemporary office, depicting numerous individuals occupied with tasks around illuminated tables. Personnel utilise laptops and engage with materials under pendant lighting, suggesting dedicated after-hours activity. This ambience illustrates the industrious atmosphere and resources available within Fairclough Palmer AG for ensuring project completion and maintaining productivity.

Elevating Expectations, Exceeding Results

At Fairclough Palmer, we don’t just invest – we protect, preserve and grow wealth for future generations.

65%

Public Market Exposure

3.45%

Portfolio Dividend Production

22%

Avg Annualised Return

Perks of Investing in Private Equity

Exposure to high growth potential, strong value and active company development. Less liquid than public equity, these investments provide access to exclusive businesses, rarely found on public exchanges, with significant long term scalability.

Access Unique Opportunities
Gain Operational Influence
Enhanced Long Term Returns

Limited Market Volatility
High Growth Potential
Social Exposure

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Beneficial Exposure to Public Equity

The enhanced liquidity allows for swift adjustments to positions when market conditions or company valuations change. This flexibility ensures we can capitalise on shifts in sentiment, maintaining a portfolio that stays aligned with our investment goals and market dynamics.

Income Through Dividends
‍Readily Available Data
Access to Established Firms

Greater Internal Transparency
Superior Market Liquidity
Simple Performance Tracking

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Capital Allocation Powered by Leading Brokers

To stay ahead in technology, prime brokers from leading banks and brokerage firms provide low commissions, superior execution speed, and deep market liquidity for efficient capital deployment.

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The Philosophy Behind Our Investment Modeling

Beyond core modeling, factors like business line, product utility, adaptability and competitive edge are assessed with a long term outlook over short term profitability.

Optimised Investment Evaluation Through Structured Analysis

Company valuations are based on value investment modeling, factoring in financial stability, growth and long term viability. Stress testing ensures strategic capital allocation with minimised risk exposure while maximising returns relative to the opportunity cost.

Financial Health Examination
Annual Corporate Report Assessment
Shareholder Letters and SEC Filings
Market Dynamics and Industry Outlook
Compliance and Governance

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A group of Fairclough Palmer AG associates convenes around a large table to meticulously study sizable printed documents, possibly project plans or strategic layouts. A senior individual with glasses leads the examination, pointing out specifics on the sheets while the diverse assembly observes intently within a modern workspace. This scene portrays the critical evaluation of schematics and collective deliberation applied by Fairclough Palmer AG to significant undertakings and organisational blueprints.

Streamlining Asset Allocation

Industries with significant capital demands, such as automotive and airlines, often face margin instability and unpredictable returns. These challenges make them less aligned with our disciplined investment modeling.

No Investment into Cryptocurrencies
Avoidance of Speculative "Hype" Stocks
No Investment in Firms with Internal Misconduct

Ignite the Conversation

Let's start a journey together. Reach out to us today and witness how Fairclough Palmer AG can revolutionise your long term investment objectives. Your future starts with a simple click.

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