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.
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.
First masterclass with our portfolio companies’ founders around the topic of valuation
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.
Carinn Neo, Senior Portfolio Manager at Paragon Capital Management Singapore, opined to lengthen credit duration as softer US economic data may lead the Fed to start cutting rates earlier than investors anticipated and push yields lower.
Our General Partner of Paragon Ventures I Tan Xinhui joined fellow panelists Tricia C., Li Lang and Christine Vincent and moderator Ricardo Costa at the Shell Startup Engine to discuss the nuanced world of startup fundraising.
Paul Lee, CEO & CIO, Paragon Capital Management Singapore, weighs in on the boutique asset management firm’s overview of market opportunities and risks; the positioning of its Paragon Alpha I Fund and the evolution of client needs; and the global and macro-economic outlook.
Our Managing Director and Senior Portfolio Manager of Paragon Income I Carinn Neo shared her journey and insights into the world of fixed income with the career competence class organized by the Academy of Career Excellence (ACE).
Paragon Capital Management participated in the Volvo Charity Golf & Dinner 2023 for a community education program in support of Pelita, a non-profit organization focused on elevating lives through education.
Paul Lee, CEO & CIO of Paragon Capital Management, was invited by SEC Newgate Singapore for an internal Ask-Me-Anything session on wealth management. He shared tips on growing assets and candid insights on his career in the financial services sector.
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