Palais Capital Management, LLC is a Bay Area-based alternative investment company, investing in a concentrated portfolio of select equity securities. We invest in a diverse range of financial instruments, utilizing both long/short positions and options to hedge. Our extensive research process and advanced analysis allow us to identify and execute profitable opportunities, while providing a flexible and diversified approach to investing. Our mission is to generate superior risk-adjusted returns for our clients through a disciplined investment approach and a deep understanding of market dynamics.

We employ a statistical, fundamental, concentrated, and momentum-based approach to investing. Our long-bias strategy seeks businesses that are expected to maintain and generate cash return over a long- time horizon. We do this by identifying companies with debt-adjusted cashflows exceeding their gross cash invested into the business. Along with their ability to generate cash-based returns, we pay close attention to their business growth and ability to capture their markets. We emphasize the importance of risk management in line with our strategy including selections in investments with low volatility, low correlation, limited position sizing, appropriate stop losses, and assessing individual business risk.

Disclaimer: Any and all content on our page is provided on an “as is” basis, for general information only. As such, it has not been audited or verified by any third party and is subject to change at any time, without notice. It does not amount to or constitute advice on which individuals should rely. We expressly note that our site and any information contained herein is not, and must not be treated as, investment advice, investment recommendations, or investment research and no person must take (or refrain from taking) any investment decision on the basis of the information set out on this page. Prior to making any investment decision, you should seek independent investment, legal, tax, accounting or other professional advice as appropriate. 
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