Our Philosophy

Marvin & Palmer Associates firmly believes that equity returns are driven by a combination of fundamental and behavioral factors:

Fundamental factors include company earnings growth, valuation, financial strength, management ability, and franchise competitive position.

Behavioral factors include investor sentiment and biases and their influence on asset price trends.

Equity Universe

Our investment process seeks to generate excess return by combining bottom-up fundamental research with top-down market analysis to identify companies, sector, countries and asset classes that have superior outlooks .