Investment Strategy
The Paloma Fund employs a variety of investment strategies, including Real Assets, which focuses on tangible assets like commodities and property, and Macro-Economic Strategies, which aim to profit from global market movements based on economic analysis. Fund-Level Hedging Strategies are used to limit exposure to market risks, while Fundamental or Directional Investments seek opportunities in undervalued or overvalued securities. However, there is no guarantee that Paloma Management will be successful in selecting any strategy or discretionary approach and that losses will be avoided.
Other strategies include Capital Structure Strategies, which exploit pricing inefficiencies within companies' capital structures, and Convertible Securities Strategies, which capitalize on price differences between convertible securities and their underlying assets. Long/Short Strategies aim to generate alpha and reduce correlation to market movements by establishing both long and short positions. While diversification is intended to reduce exposure to adverse events, the fund's assets may become concentrated, making it susceptible to fluctuations in specific areas.
Owners
- MOLINARI, LOUIS, VINCENT - CHIEF MARKETING OFFICER
- SUSSMAN, SELWYN, DONALD - DIRECTOR, CHAIRMAN, AND CIO
- SINGH, RAVI, MOHAN - CHIEF EXECUTIVE OFFICER
- RIPPETOE, GRANT, LEE - CHIEF RISK OFFICER
- FRIEDMAN, DAVID, ELIOT - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
- DEADDIO, MICHAEL, LOUIS - CHIEF OPERATING OFFICER
- COHEN, KRISTIN, MOLINARI - CHIEF STRATEGY OFFICER
- NG, PEI, BRIAN - CHIEF FINANCIAL OFFICER
Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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