The COBAS LUX SICAV Palm Harbour Global Value Fund’s objective is to provide superior long-term absolute investment returns. The fund invests in businesses with strong competitive advantages when they are available at a significant discount to their intrinsic value. The fund focuses on small and mid-sized European companies, although it can invest globally to take advantage of outstanding opportunities wherever they arise. The fund is intended for investors who believe in our value philosophy, our rigorous fundamental investment process, and want to invest like long-term business owners.

Peter Smith, CFA is the Portfolio Manager of COBAS LUX SICAV Palm Harbour Global Value Fund and Managing Partner of Palm Harbour Capital LLP. Before founding Palm Harbour Capital, Peter worked closely for over two years with Francisco García Paramés. Peter has extensive experience analysing and investing in companies. He graduated Magna Cum Laude from Texas Tech University with a BBA in International Business with a focus on Finance and German. He has a Masters in Finance with a focus on Investment Management from London Business School.