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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

March 25 2019

Issue 12 – Alimentation Couche-Tard When Headline Numbers are Misleading

On March 19, 2019 Alimentation Couche-Tard announced (TSX: ATD/B) its 3rd quarter results and the headline numbers gave the impression that they missed on EPS, when compared to consensus. In my view, they reported an outstanding quarter. The miss came from fuel margins, and ever since I’ve been following this stock, analysts have had a […]

March 15 2019

Issue 11 – K-Bro Is Executing on the Plan

K-Bro Linen Inc. (TSX: KBL) owns and operates laundry and linen processing facilities in Canada. On March 14th , 2019, KBL announced its 2018 fourth quarter results. The company’s 4Q revenue came in at $59.4 million. They benefited from their strategic acquisition in late 2018 and from organic growth. However, as expected, margins continued to […]

March 08 2019

Issue 10 – Lundin Mining Getting Punished by Headlines

On March 06, 2019, BioBio, a Chilean media company, published an article stating that Lundin (TSX: LUN) is being investigated for an alleged $23.6 million bribe to Tierra Amarilla Town Hall in September of 2015. The article claims that the bribe was to avoid legal action that could hinder the approval of the Environmental Impact […]

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