PALISADE INVESTMENT PARTNERS: OUR PHILOSOPHY

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Dedicated Experience
Aligned Objectives

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Palisade`s philosophy is to deliver secure long term returns
aligned with the interests and objectives of its investors and
the community.

Palisade’s investment process is focused on identifying high quality assets that are essential to the efficient functioning of the communities they serve, and which add genuine value for investors.

Its unlisted investment funds and individually managed accounts aim to produce attractive, inflation hedged, returns at moderate levels of risk.

Diversification through a considered and well-constructed portfolio will optimise risk weighted returns for investors.

Each investment in the portfolio is subject to rigorous due diligence and analysis and examined on its merits considering the following key fundamentals:

Strategic Importance

Infrastructure asset which
	provides value to the community it services
	exhibits a competitive advantage
	has strong prospects for future growth

Risk Mitigation

Palisade's risk management framework
	Specific or value at risk analysis
	Factor risk analysis
	Active management

Capital Structure


	Appropriate capital structure having regard to expected earnings and investment risk profile
	Sustainable operating cashflows

Essential Investment Characteristics

Business Fundamentals

	Long term asset
	High barriers to entry
	Limited competition risk
	Limited operational risk
	Relatively inelastic demand

Financial Fundamentals

	High upfront capital expenditure
	Low recurring operating cost
	Relatively high operating margins
	Low volatility of returns

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Palisade Investment Partners is part of the Pinnacle Investment Group