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Palos provides discretionary wealth management services through managed accounts and investment funds. Palos structures, manages, and brokers private investments for select, high net-worth clients. Palos also prepares business plans and valuations, and can provide due diligence services.
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NEWS

Weekly Commentary

January 20 2020

Issue 3 – TFSA and the 72 Rule

I usually write about a company that our funds are invested in. This time, I’ve decided to write about something different yet important to all investors. The tax-free savings account (TFSA) was introduced in Canada in 2009. For the first year, any Canadian 18 years of age or older could make a TFSA contribution of […]

January 13 2020

Issue 2 – Important Reminder to Contribute to Your RRSP and TFSA

Dear Palos Friends, The deadline for your 2019 RRSP contribution is quickly approaching and we would like to remind you of the importance of contributing for the future. The earlier you start contributing to an RRSP or TFSA, the more money you’ll have when it’s time to retire. There’s nothing like the power of tax-free […]

January 06 2020

Issue 1 – What Worked And What Didn’t In 2019 And How The Funds Are Positioned In Early 2020

2019 was a difficult year for active managers as headline news created many uncertainties. Active managers carried more cash than usual, held large short positions, or were long volatility. These protection trades were costly. The Palos Income Fund LP and Palos Equity Income Fund, which are active funds, fared well when compared to other actively […]

RECENT AWARDS

2018: The Palos Income Fund LP was the 2nd Place Winner of the Best One-Year Return at the Canadian Hedge Fund Awards
2014: The Palos Income Fund LP won Best One-Year Return, Best Five-Year Return, and Best Five-Year Sharpe Ratio