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