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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

December 13 2018

Issue 50 – Canadian Wide Oil Differentials Have Disappeared

On December 2, 2018 the Alberta Premier, Rachel Notley, announced that they will be imposing cuts to oil production. The proposed cuts will take effect sometime in January 2019 and would equate to approximately 300,000 barrels per day. Canadian oil prices immediately reacted to the news positively. As of December 12, 2018, differentials are back […]

December 07 2018

Issue 49 – ATCO eats Horizon’s Lunch

On December 03, 2018, ATCO (TSX:ACO/X) announced that they were awarded a modular supply contract for LNG Canada, the contract is for 4,500 beds. I was hopeful that Horizon North Logistics (TSX:HNL) would win at least half. Unfortunately, and to my surprise, it all went to ATCO. Continue Reading in PDF   Click to Read […]

November 30 2018

Issue 48 – The Good and the Bad of 2018

I won’t lie, this has been a very frustrating year for the funds. In many cases, stock prices have not followed fundamentals or the macro theme. With that said, I’m confident that our portfolio companies will create shareholder value in the coming months and years. Continue Reading in PDF   Click to Read Macro View […]

RECENT AWARDS

The Palos Income Fund LP was a 2nd place winner of the best 1 year return in the 2018 Canadian Hedge Fund Awards.
Our previous prices includes
Best 1 Year Return | Best 5 Year Return | Best 5 Year Sharpe Ratio