Meet Palais Capital
Researching Value, Delivering Growth, and Envisioning Futures
Managing the assets of our limited partners all within Silicon Valley.
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OVERVIEW
OVERVIEW
Capital growth driven by discipline
Capital growth driven by discipline
Established in 2024, Palais Capital is an investment firm based in the Silicon Valley, managing a concentrated long/short equity fund focused on delivering superior risk-adjusted returns through deep fundamental research and disciplined capital allocation.
Palais Capital at a Glance
3 - 20
Core Positons
30 - 60%
Net Exposure
8
Sectors covered
20%+
Target IRR across all investments
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OUR STRATEGY
OUR STRATEGY
Our focus: capital preservation and appreciation
Our focus: capital preservation and appreciation
Long-Short Equity
The portfolio reflects our highest-conviction ideas, investing in simple, predictable, free cash flow generative businesses with wide economic moats at attractive valuations. We also short overvalued companies with weakening fundamentals. Our risk management emphasizes rigorous due diligence, entry valuation, position sizing, and use of options.
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OUR EDGE
OUR EDGE
Greater agility, focus, and alignment of interests
Greater agility, focus, and alignment of interests
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Alignment with Investor Interests
The founder invests most of their personal capital alongside the fund’s limited partners. Unlike larger firms focused on short-term metrics, we ensure decisions are made with a long-term ownership mindset.
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Agility and Responsiveness
Unburdened by the bureaucratic structures of larger firms, we can make decisions, seize time-sensitive opportunities, and navigate volatile markets with greater speed and flexibility.
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Finding Value Looking Forward
We often analyze mispriced companies facing temporary challenges and take a contrarian stance to the street. Our focus is on untapped upside potential rather than past narratives.
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Allocation by Conviction
We allocate capital based on research conviction and not risk limits, resulting in higher active share and more efficient risk-adjusted returns than platform or multi-strategy funds.
Speak with our investment team
Researching value, delivering growth, and envisioning futures.
OFFICE
Silicon Valley
San Francisco, California
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