SHARING OUR INSIGHTS

With Intelligence: PPB Capital Partners seeking specialty finance strats

calendar_today January 5, 2024

A focus on unique investment opportunities that support client priorities

In today’s environment, investment strategies can be oversaturated by managers, most operating in the same capacity. Publication With Intelligence checks in with our Anton Golding on what stands out to PPB – niche investment opportunities. Currently, PPB is investigating equipment leasing funds, with a focus on aerospace equipment.

In the article, Golding discusses why PPB hones in on new and unique investments strategies.

“We really like managers that do something different, whether it’s a different approach to an asset class or an underserved asset class.”

With Intelligence also reports that PPB is owned by employees and select clients, allowing for autonomy and flexibility in manager opportunities. PPB can incorporate new strategies that wealth advisor clients have interest or even suggest.

If you’d like to request a copy of the full With Intelligence article, we can help.

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Anton Golding is our Director, Investment Strategist at PPB with a focus on manager research and due diligence. Anton is highly knowledgeable of the aspects of each fund on the PPB platform, as well as those in queue. Ask Anton a question.