2024 Mid Year Market Outlook

At the start of 2024, we highlighted that geopolitics, inflationary trends, interest rates and AI were the themes to watch. Indeed, these issues have each imposed themselves in the financial markets, resulting in short term volatility over the last 6 months that nevertheless, did not derail the continued ascent of the markets in the US.

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.

A Day on the Greens: PCMS Golf Challenge & Dinner 2024

We organized our first corporate golf event on April 5th, 2024 at the picturesque Tanah Merah Country Club, away from the city. This special day brought together our partners, clients, investors, and friends for a memorable round of golf and camaraderie.

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.

Pathways to careers in investment research with Singapore Management University

It is sharing session like these that bridge the gap between academic learning and professional excellence

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.

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