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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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PALOS INVESTMENT FUNDS
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PALOS WEALTH MANAGEMENT
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NEWS

Weekly Commentary

July 11 2019

Issue 28- Alimentation Couche-Tard’s All Star Year

Alimentation Couche-Tard’s (TSX: ATD.B) year-end was on April 28th, 2019. On July 9th, they released their full year and Q4 results. ATD.B had a strong year with adjusted EBITDA growth of over 18%, and EPS growth of 27%. However, Q4 was a bit more difficult as the company’s EBITDA and EPS contracted, when compared year […]

July 04 2019

Issue 27- Dollarama Goes to Latin America

On July 2nd, 2019, Dollarama (TSX: DOL) announced that they exercised their option to acquire 50.1% of Dollarcity. This acquisition will establish the next growth era for DOL. The purchase price is approximately US$90M and is expected to close in August 2019. The transaction is immediately accretive to EPS. Dollarcity has lower margins, however I […]

June 27 2019

Issue 26- Tidewater is Moving Forward

On June 21, 2019, Tidewater Midstream and Infrastructure Ltd (TSX: TWM) announced that it had completed the Pioneer Pipeline; a 50/50 joint venture with Transalta Corp (TSX: TA). The Pioneer project is significant for both companies, as it will transport natural gas from the TWM Brazeau River gas plant to TA’s electric generating units at […]

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