Palm Valley Capital Management provides investment management services to individual client accounts, using an absolute return approach focused on small capitalization stocks. They also manage the Palm Valley Capital Fund, a mutual fund, using the same investment strategy. Palm Valley focuses on achieving attractive risk-adjusted returns over a market cycle rather than outperforming a specific benchmark. They do not tailor their advisory services to the individual needs of specific clients, but will consider reasonable restrictions.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000, but not to exceed 1.00%.