We are
DISCIPLINED
FOCUSED ON
ABSOLUTE RETURNS
PROCESS
We are small cap value investors with a disciplined investment process centered on buying good businesses at good prices. Our goal is to achieve an attractive absolute return over a full market cycle.
PROCESS
We are small cap value investors with a disciplined investment process centered on buying good businesses at good prices. Our goal is to achieve an attractive absolute return over a full market cycle.
Buying our Fund
Buying our Fund
IN THE MEDIA
March 18, 2022:
Grant's Interest Rate Observer
"Value on the rebound"
IN THE MEDIA
January 18, 2021:
The Acquirers Podcast
"Ep. 98: Absolute Return Small Cap Value Management""
January 18, 2021:
The Acquirers Podcast
"Ep. 98: Absolute Return Small Cap Value Management""
May 3, 2020
Mutual Fund Observer
"Elevator Talk: Palm Valley Capital Fund (PVCMX)""
May 3, 2020
Mutual Fund Observer
"Elevator Talk: Palm Valley Capital Fund (PVCMX)""
March 18, 2022:
Grant's Interest Rate Observer
"Value on the rebound"
COMMENTARY
April 6, 2022:
Palm Valley Capital Fund
Q1 2022 Letter
Authors: Jayme Wiggins and
Eric Cinnamond
April 6, 2022:
Palm Valley Capital Fund
Q1 2022 Letter
Authors: Jayme Wiggins and
Eric Cinnamond
April 7, 2022:
"The Mullet Discount"
Author: Eric Cinnamond
April 7, 2022:
"The Mullet Discount"
Author: Eric Cinnamond
May 5, 2022:
"The Great Inventory Build"
Author: Eric Cinnamond
May 5, 2022:
"The Great Inventory Build"
Author: Eric Cinnamond
OUR STORY
Palm Valley Capital Management was founded on the bedrock of an absolute return investment process. Our goal is to deliver an attractive return over a full market cycle, consisting of both a bull and bear market. We will only assume risk when we are being adequately compensated. We will never knowingly overpay for a security in order to maintain a fully invested portfolio or to enhance near-term relative returns. Instead of overpaying, we will remain patient, hold cash, and search for more appealing investments. We believe our investment process enables us to reduce the risk of permanent capital impairment, while also providing us with the necessary flexibility to take advantage of future opportunity.
CONTACT US
422 Jacksonville Drive,
Jacksonville Beach, FL 32250
Tel: 904-747-2345
866-747-3111