Bigger Picture: Eyeing other AI-plays, but not Nvidia for the portfolio

Our Senior Portfolio Manager and MD Sean Quek discussed about AI-related tech stocks and how some US software companies are benefiting from this AI trend. At Paragon SAGE Fund, we continue to focus on quality companies that are not in the limelight but carry better value.

Paragon Capital Management and Realvantage Form Consortium To Deliver Their Inaugural USD 50 Million Global Real Estate Alternative And Tactical (“GREAT”) Fund

Paragon Capital Management, together with RealVantage, Asia’s leading, regulated real estate fractional investment platform, are pleased to jointly announce the formation of a consortium for the inaugural Global Real Estate Alternative and Tactical Fund (“GREAT Fund”, “Fund”). The GREAT Fund, with a target fund size of USD 50 million, completed its first close on 31 May 2024 with an overwhelming 75 per cent subscription volume within a month from launch, demonstrating strong investor commitment and interest.

Paragon Capital Management Expands Regional Footprint Into North Asia With Office Setup in Hong Kong

Paragon Capital Management (“PCM”) announces today the initiation of its presence in North Asia, namely Paragon Capital Management (HK) Private Limited (“PCMHK”). PCMHK is pleased to announce the appointments of Arthur Fong as Chief Executive Officer and Faye Ng as Chief Operating Officer of PCMHK to lead the firm’s growth by leveraging on the strong track record and deep expertise of PCM.

Singapore-based IAM taps private banking veteran as CEO for new Hong Kong shop

Asian Private Banker – Singapore-headquartered asset manager Paragon Capital Management (PCM), which runs over S$1 billion in AUM, has opened a new office in Hong Kong targeting North Asia Wealth.

Bigger Picture: What opportunities should investors seize with current interest rates?

Carinn Neo, Senior Portfolio Manager of Paragon Income Fund, discussed the investment strategy given the current interest rates environment and the risks that income investors should watch out for.

Bigger Picture: Q1 tech rally fizzles out, what’s next beyond rate cuts?

Our Senior Portfolio Manager of Paragon SAGE Fund Sean Quek discusses the broadening the tech rally in Q1 this year, the impact of rate cuts on risk assets such as equities and why he still sees attractive investment opportunities despite toppish markets.

Singapore IAM’s innovative discretionary model helps propel 46% return in 2023

Unlike typical independent asset managers (IAM) that heavily rely on retrocessions, Paragon Capital Management has found success with its discretionary-based business, a model that may not be suitable for every private banker. That strategy is also helping it to deliver strong returns for clients. The firm’s flagship Paragon Alpha I fund gained 45.62% for 2023, beating top-performing asset classes.

PARAGON CAPITAL MANAGEMENT SINGAPORE’S FLAGSHIP FUND DELIVERS STELLAR PERFORMANCE IN 2023

In a year marked by challenges and volatility, PAF I has not only navigated but excelled. The fund recorded an annualised return of 11.17%, placing it 17th out of 306 funds in its category according to Eurekahedge.

2024 Market Outlook

As 2024 unfolds, we are excited to share our market outlook, building on a phenomenal 2023 where we saw a 35% increase in Assets Under Management (AUM).
In our view, the major reset in U.S. monetary policy over the past two years has created a more conducive backdrop for global equities. While short term volatility remains a constant, even for quality stocks, we see these fluctuations not challenges but as opportunities to create value for our investors over the longer term.

Bigger Picture: Identifying quality companies for your portfolio

Sean Quek, Senior Portfolio Manager of Paragon SAGE Fund, discussed the traits he looks out for in quality companies, and where the magnificent 7 tech stocks rank on his list.

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