From Dow Jones & Co.:

Palm Valley Capital Fund has identified 12 investments that are favorable for your retirement portfolio, including the Sprott Physical Silver and Gold trusts, Canadian food company Lassonde, Hong Kong-based WH Group, power utility Avista, telecom-software company Amdocs, recruitment and staffing companies TrueBlue and Kelly Services, garage chain Monro, car-parts supplier Advance Auto Parts, children’s clothing manufacturer Carter’s, and academic publisher John Wiley & Sons. The fund has an ultracautious approach and charges 1.3% a year in fees for regular shares, and 1% for those willing to invest $500,000 or more (Source: MarketWatch).

Palm Valley Capital Fund, which is renowned for its stock-picking skills, adopts an ultracautious approach and holds mostly cash and short-term Treasury bills. Despite its conservative strategy, the fund has posted a 41% total return since its launch in April 2019, outperforming the Russell 2000 small-cap index. This performance is attributed to the fund’s superior stock-picking skills, especially due to choosing high-quality, profitable stocks. However, managers warn that many small-cap stocks are not as cheap as they seem, with a significant portion being low-quality junk (Source: MarketWatch).



Read more: These small-cap managers’ stock picks crushed the indexes last year