Marvin & Palmer Associates Inc.
Marvin & Palmer Associates, Inc. is an SEC-registered investment adviser headquartered in Wilmington, Delaware. Founded in 1986, the firm specializes in global thematic investing with a focus on disciplined, repeatable processes and robust risk management. Marvin & Palmer serves institutional and high-net-worth clients by offering separate account strategies and global equity funds. The company employs roughly 11 professionals with extensive experience across global markets, led by a founding team with backgrounds in large institutional asset management.
Investment Strategy
Marvin & Palmer Associates pursues a global thematic investment approach, seeking high-quality companies supported by favorable industry trends. Their strategies include both U.S. and global equities, often managed relative to benchmarks like the S&P 500. The typical portfolio concentration ranges from 20–30 holdings, indicative of a focused, active management style. The firm is known for its disciplined process and risk management, leveraging decades of experience across multiple market cycles.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TRUST SERIES 1 | 9.08% | $10.6M | 19,200 | $551.64 | $551.64 | +$10.6M |
O ORCL | ORACLE CORP | 5.74% | $6.7M | 30,642 | $218.63 | $218.63 | +$6.7M |
C CSCO | CISCO SYSTEMS INC | 5.72% | $6.7M | 96,203 | $65.22 | $69.38 | +$3.5M |
N NVDA | NVIDIA CORP | 5.61% | $6.5M | 41,418 | $99.75 | $157.99 | +$4.3M |
I IBM | INTERNATIONAL BUSINESS MACHINE | 5.52% | $6.4M | 21,845 | $270.31 | $294.78 | +$3.6M |