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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 WEALTH MANAGEMENT
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Weekly Commentary

February 15 2019

Issue 7 – Amazon & GM!!! Electric Pickup?

According to Reuters news, Amazon & GM are in talks to invest in electric pickup truck maker Rivian Automotive LLC. If the big boys move forward with this investment, it will give them a minority stake in the company. However, the big winner will be Rivian as it brings credibility to the company as well […]

February 08 2019

Issue 6 – The StorageVault Empire Just Got Bigger

On February 6, 2019, StorageVault Canada Inc. (TSX: SVI) announced that they were acquiring Real Storage (Real), which has 38 self-storage facilities with approximately 1.6M sq. ft. of total rental space. Most of Real’s assets are located in Ontario, including a premier facility in the GTA. I also believe there are significant synergies and operating […]

February 01 2019

Issue 5 – Stop Loss on SNC-Lavalin Group Inc.

On January 28, 2019, SNC-Lavalin Group Inc (TSX:SNC) dropped another bomb on investors. A few years ago, SNC was being investigated for corruption and also had a failed IPO for Highway 407. This kept the valuation on SNC attractive, and the company made some strategic acquisitions that diversified their business. My investment thesis was based […]

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