Palm Valley Capital Fund Q1 2025 Commentary
2025-04-07 11:30:00 ET
Summary
- For Q1 2025, the Palm Valley Capital Fund increased 0.57% vs. 8.93% decline for the S&P SmallCap 600 Total Return Index and a drop of 6.08% for the Morningstar Small Cap Index.
- We started four new positions in the first quarter: Forrester Research, Monro, Reynolds Consumer Products, and Flowers Foods.
- Government-sponsored asset inflation can no longer carry the economy forward: the investing entitlement mentality should be relegated to oblivion.
INVESTMENT PERFORMANCE (%) as of March 31, 2025
Total Return | Annualized Return | |||||
Qtr | YTD | 1 Year | 3 Year | 5 Year | Inception* | |
Palm Valley Capital Fund | 0.57% | 0.57% | 3.74% | 5.11% | 7.73% | 6.88% |
S&P SmallCap 600 Index | -8.93% | -8.93% | -3.38% | 0.71% | 15.08% | 6.36% |
Morningstar Small Cap Index | -6.08% | -6.08% | -1.50% | 2.94% | 15.15% | 6.57% |
*Inception date for the Palm Valley Capital Fund is 4/30/19 Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be higher or lower than the performance quoted. Performance of the Fund current to the most recent month-end can be obtained by calling 904-747-2345. As of the latest prospectus, the Fund’s Investor class gross expense ratio is 1.47% and the net expense ratio is 1.26%. Palm Valley Capital Management has contractually agreed to waive its management fees and reimburse Fund operating expenses through at least April 30, 2026. |
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Palm Valley Capital Fund Q1 2025 Commentary
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