Marvin & Palmer Associates is an investment advisory firm founded in 1986 and based in Wilmington, Delaware. The firm focuses primarily on U.S. and global equities, offering three main investment strategies: a U.S. long-only strategy, a global absolute return strategy utilizing depositary receipts and exchange-traded funds, and a global long-short equity strategy. Marvin & Palmer Associates tailors its investment management services to meet individual client needs and allows clients to place restrictions on investing in specific securities. The firm manages assets on a discretionary basis for a variety of clients, including high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and pooled investment vehicles. Marvin & Palmer Associates relies on fundamental analysis, relative price strength screening, and technical analysis to make investment decisions.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 1.00% |
| $100M+ | 0.75% |
Fees are negotiable. Global strategies charge 1.00% plus a 10% performance fee on net profits.