Why Invest with Palmer Square Capital Management?
Founded in 2009 and based outside of Kansas City, Missouri, USA, Palmer Square manages over $33.2 billion in fixed income/credit investments for a wide array of institutional and high net worth investors. Palmer Square focuses on exploiting absolute and relative value opportunities across corporate and structured credit with the goal of strong risk-adjusted returns over a market cycle.
The Firm specializes in managing opportunistic credit strategies, CLO debt strategies, income/short duration strategies, and structured credit issuance strategies. Known as a premier boutique credit manager with significant global credit experience, Palmer Square has a diverse client base and product suite, and a strong performance track record across strategies.
1
Focus
Our focus is on finding the best relative value opportunities across corporate and structured credit. Our research process has a higher-quality bias, combining a top-down/bottom-up investment framework with significant focus on risk management.
2
Agility
Our boutique size allows us to be nimble and take advantage of opportunities across corporate and structured credit. We have a proven track record of tactically taking advantage of market dislocations.
3
Team
Experienced credit research team of 31 investment professionals organized by structure and sector. The investment team is led by a senior team that averages 19 years of credit investment experience.
4
Innovation
Proven ability to develop strategies and products that manufacture yield and total return opportunities for clients.
5
Alignment
Client-driven product development focused on addressing client-specific needs and alignment of fund terms.
Our Team
Christopher D. Long Chairman, Chief Executive Officer, and Portfolio Manager Angie K. Long, CFA Chief Investment Officer/Portfolio Manager Jeffrey D. Fox President Jon R. Brager, CFAᅠ Managing Director/Portfolio Manager Matthew L. Bloomfield Managing Director/Portfolio Manager Taylor R. Moore, CFAᅠ Managing Director/Portfolio Manager/Head of Structured Credit Trading Theo Stamos, CFA Managing Director/Head of Corporate Credit ResearchWe are defined by our philosophy and guided by our business principles as we invest and serve clients globally.
ANGIE K. LONG, CFA
Chief Investment Officer/Portfolio Manager
$32+ Billion
APPROX. FIRM AUM
32
INVESTMENT PROFESSIONALS
100%
MANAGEMENT OWNED
95%
CLIENT RETENTION RATE