MARVIN & PALMER ASSOCIATES other names

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Adviser Profile

As of Date:

09/09/2024

Adviser Type:

- Large advisory firm

Number of Employees:

14

of those in investment advisory functions:

4

Registration:

SEC, Approved, 8/29/1986

AUM:

94,910,899 -66.30%

of that, discretionary:

93,248,721 -66.70%

Private Fund GAV:

40,197,487 12.94%

Avg Account Size:

8,628,264 -57.11%

% High Net Worth:

81.82% 14.55%

SMA’s:

YES

Private Funds:

2

Contact Info

302 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
328M 281M 234M 187M 141M 94M 47M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Marvin & Palmer Associates Inc Buys Intuitive Surgical Inc, Edwards Lifesciences Corp, ...
11/12/2021

Related Stocks: ISRG, EW, AZO, MSFT, SH, FN, MOO, LNG, DE, TSCO, EWT, EZA,

gurufocus.com

Marvin & Palmer Associates Inc Buys Ameriprise Financial Inc, United Rentals Inc, Cheniere ...
06/25/2021

Related Stocks: EWJ, AMP, URI, LNG, ETN, DE, HLT, AAPL, TMO, KLAC, QCOM, AMAT,

gurufocus.com

Should You Invest in Lowe’s Companies (LOW)
04/05/2021

Marvin Ellison became CEO in July 2018 ... As of the end of the fourth quarter of 2020, Lowe's Companies, Inc. was in 71 hedge fund portfolios, compared to 83 funds in the third quarter.

Yahoo Finance

Despite COVID, many hospitals had a banner year with federal coronavirus bailout cash
04/05/2021

Marvin O’Quinn, president and chief operating ... revenue to “probit most providers from using [Provider Relief Fund] payments to become more profitable than they were pre-pandemic, to ...

chicago.suntimes.com

FINALLY: Alexander City Kiwanis meet in person
04/04/2021

Scott Blake cautiously opened the podium just before he declared a meeting of the Alexander City Kiwanis at Jake’s Thursday.

alexcityoutlook.com

City issues design, construction bonds for new civic center and water park expansion
04/02/2021

With the addition of this bond, the city's total bonded indebtedness for its general fund is now at $45.5 million ... The complex will be located at the site of the former Marvin's hardware center across from Heritage Park on Main Avenue.

yahoo.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $26,848,011
Other Private Fund 1 $13,349,476

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
142339100 Carlisle Companies Inc $4,490,537 5.00%
45687V106 Ingersoll Rand Inc. $4,682,802 5.00% -6.00% -2.00%
45841N107 Interactive Brokers Group Inc. $5,106,290 5.00%
594918104 Microsoft Corporation $5,055,792 5.00% 0.00% -39.00%
67066G104 NVIDIA Corporation $5,208,120 5.00% 0.00% 783.00%
701094104 Parker-Hannifin Corporation $5,068,249 5.00% 0.00% -4.00%
G29183103 Eaton Corporation plc $5,319,689 5.00% -3.00% -4.00%
38141G104 Goldman Sachs Group Inc. $4,694,629 5.00%
43300A203 Hilton Worldwide Holdings Inc. $3,493,164 4.00% 2.00% 0.00%
78462F103 SPDR S&P 500 ETF Trust $4,212,283 4.00% 0.00% -21.00%

Brochure Summary

Overview

Marvin & Palmer Associates is an investment advisory firm that was founded in 1986. We offer equity management services that focus primarily upon U.S. Equities through three strategies: a basic strategy of remaining fully invested except in times of economic distress; an endowment strategy having the ability to enter and exit the market based upon our expectations about market performance; and a global opportunities strategy featuring a more concentrated portfolio that gains exposure to global markets opportunistically through ADRs and ETFs. We do not provide other types of advisory services. Our headquarters are in Wilmington, Delaware. We are primarily employee-owned. All our portfolio managers are principals in our firm. The majority of the outstanding shares are owned by Mr. David Marvin. We are able to tailor our services to our clients’ needs. Clients may impose restrictions on investing in certain securities or types of securities. We provide investment advisory services to our clients whom we bill for our services based on a percentage of assets under management. In certain circumstances, fees are also based, in part, upon the performance of the client’s portfolio under management. Such investment advisory services represent the majority of our business. Marvin & Palmer Associates does not provide "financial planning" services. We have formed the Marvin & Palmer U.S. Equity, L.P. (the "U.S. Partnership") and the Marvin & Palmer Global Opportunities Fund (the “Global Opportunities Fund” and, together with the US Partnership, the “Investment Entities”), investment entities for which we make the
investment decisions. The Investment Entities are based in the United States. They invest in publicly traded equity securities that we have identified, in our capacity as general partner and/or adviser, as having the potential for increasing in value. Their portfolios are diversified. Cash balances may be held as cash, placed in interest bearing accounts or invested in U.S. securities that are cash equivalents. Third-party vendors provide certain administrative services to the Investment Entities, such as the maintenance of its books and records, for which the Investment Entities pay. Certain of our officers, directors, Advisory Board members and employees are investors in the Investment Entities. We may form additional investment funds in the future, and we may close existing funds. Marvin & Palmer Associates is organized as a Delaware corporation and was registered with the SEC under the Investment Advisers Act of 1940 on July 21, 1986. In January 2013 Marvin & Palmer Associates formed MPA Capital Management LLC ("MPA Capital Management"), an affiliate. MPA Capital Management is the investment manager of MPA Asia Fund LP and MPA Asia Master Fund Ltd. (collectively, the "Asia Funds"). Marvin & Palmer Associates is the managing member of MPA Capital Management. Marvin & Palmer Associates and MPA Capital Management occupy the same principal office. MPA Capital Management is registered as an investment adviser under the Investment Advisers Act of 1940. As of December 30, 2023 we managed 155.4 million on a discretionary basis and $1.7 million on a non-discretionary basis.