Samir Sinha

Provides investment advice

Functions as a College/University

Provides brokerage services

Palantir Capital Management (PCM) is a value-oriented investor that employs an absolute return strategy. They seek to expand assets consistently while protecting capital in difficult markets. PCM invests mainly in global small-cap companies. Though not limited by sector, they tend to invest in the finance, transportation and process industries sectors. The firm's broad-based research process employs multiple analytic techniques and dynamically weights the results in response to the changing character of the market. PCM uses top down and bottom up approaches in combination with fundamental, technical and cyclical analysis to screen, research, buy, sell and monitor investment candidates and positions. PCM builds portfolios using mutual funds, ETFs and stocks. Contra market or inverse mutual funds may be used to help manage risk and volatility. ETFs are used when an index position is perceived as equally or more rewarding than active management and to minimize expenses. Stocks target special opportunities or an investment theme that is too specific for implementation with a fund or index. PCM employs a strict sell discipline to control losses and protect gains. They will consider a sale or reduction of a position when: (1) full valuation levels are reached (2) there is a significant change in an underlying investment thesis (3) the benchmark is being underperformed (4) there has been a research error (5) key trendline/support level violation (6) loss control review (triggered by 10% drop in price for any reason) (7) for profit preservation (8) an asset class turns down or weakens (9) there is a significant change in market risk assessment or (10) there is a better opportunity.