Daniel Berg

Palliser Capital applies a value oriented investment philosophy to a broad range of opportunities across the capital structure where complexity or distress lead to undervaluation that can be monetized through an effort-intensive process or proprietary catalyst.

Monterone is a long-term, concentrated investment manager that focuses on Western European listed equities. The firm seeks to generate attractive returns while minimizing the risk of permanent capital impairment. Their investment approach encompasses in-depth, fundamental research, similar to the due diligence process employed in private equity transactions. Monterone acquires stakes in companies that have sustainably high returns on capital, resilient cash flows and strong growth prospects, but are temporarily trading at a discount to intrinsic value. As a long-term owner, the firm seeks to have an active dialogue with management and provide constructive input.