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