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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

November 14 2019

Issue 46 – Superior Surprises to The Upside

The 3rd quarter (3Q) has historically been a weak quarter, as a majority of the company’s business activity is seasonal in nature. However, Superior Plus (TSX:SPB) managed to report a strong Q3 with adjusted EBITDA of $48 million, well above the street’s consensus estimate of $35 million. Disclaimer: Palos Funds are shareholders of SPB.   […]

November 07 2019

Issue 45 – Out of Favor, But Far from Out

It does not take a genius to know that the energy sector is out of favor. Oil & gas producers and midstream companies are currently bearing the brunt of it. Midstream companies usually have long term take-or-pay contracts with customers and provide product marketing. Disclaimer: Palos Funds are shareholders of KEY.   By Charles Marleau, […]

October 31 2019

Issue 44 – Happy Halloween!

Dear Clients, Charles and Joany were unable to write their commentary this week as Charles has been travelling to Toronto. Their column will resume next week. However, please note that Hubert’s “Macro View” has been updated. We hope you have a fun Halloween! Chers clients, Charles et Joany ne publierons pas de commentaires cette semaine […]

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