OUR FUND

We aim to provide superior long-term absolute investment returns

  • “If you want to have a better performance than the crowd, you must do things differently than the crowd.”

    Sir John Templeton
  • “Staying small is simply good business. It wouldn’t be fair to our customers if we had to spread our ideas too thin. There aren’t that many great companies.”

    Bill Ruane
  • “We simply attempt to be fearful when others are greedy and greedy only when others are fearful.”

    Warren Buffett

    Investment Profile

    Portfolio Manager: Peter Smith, CFA
    Investment Philosophy: Value Investing
    Typical Number of Positions: 20-30 positions
    Typical Position Size: Varies from 0.5%-10% with average around 4%
    Geography: Global – with an emphasis on Europe
    Industries: Unconstrained – rarely finance, technology & bio-tech
    Typical Market Capitalization: Small and Mid-cap – though unconstrained
    Type of Investments: Primarily equities with some credit and derivatives

    Fund Details

    Name: Cobas LUX SICAV Palm Harbour Global Value Fund
    Management company: FundPartner Solutions (Europe) S.A. 15, avenue J.F. Kennedy L-1855 Luxembourg
    Depositary: Pictet & Cie (Europe) S.A., 15A, avenue J.F. Kennedy, L-1855 Luxembourg Auditor: Ernst & Young, 7, 35E, Avenue John F. Kennedy, L-1855 Luxembourg
    Investment Manager: Palm Harbour Capital LLP
    ISIN Code: F Acc EUR LU1935059029
    Net asset value: €10.00 (4 April 2019)
    Management fee: F Class 1% (EUR); P Class 1.45% (EUR, USD, GBP)
    Minimum initial investment: 1 share
    Minimum additional investment: 1 share

    Investment Manager Details

    Name: Palm Harbour Capital LLP
    FCA registration number: 806792
    Registered office: 12 Hammersmith Grove, London, UK W6 7AP
    Accountant: BCS Accounting Ltd
    Auditor: haysmacintyre LLP
    12 Hammersmith Grove WeWork First Floor London, W6 7AP, UK

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    2019©Palm Harbour Capital LLP
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