Palissy Advisors Limited

PALISSY ADVISORS is an Independent Research provider in the Energy, Mining and Renewables space. What drives us is to find attractive equity and commodity investments opportunities in the energy, mining and renewable sectors. Palissy’s team differentiate itself by constantly following-up on these ideas through a tailored interaction with its clients. Palissy Advisors’ experienced team capitalises on its deep understanding of global energy and mining industries to provide clients with differentiated macro, commodities and equity analysis. The top-down/industry part of Palissy Advisors’ research enables the team to extract broad thematic views we suggest to express in a portfolio. The process is then essentially investment idea driven, instead of doing classic maintenance research on an investment universe. The major part of Palissy product is therefore equity research, which is achieved through a detailed and granular stock selection process that aims at populating the themes extracted from our industry analysis. All our clients are very different in nature (sovereign wealth funds, hedge funds, pension funds, commodity trading houses), investment styles (long short equity, macro, event driven, credit, long only) and investment horizons (3 months to 5 years). We find it very enriching that they constantly feed the loop with interesting inputs.