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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

May 23 2019

Issue 21 – The Handcuffs are Off

On May 17, 2019, the Canadian and US governments announced their decision to eliminate steel and aluminum tariffs. A company that I believe will significantly benefit from this phenomenon is Stelco (TSX: STLC). The elimination of tariffs should increase the company’s annual EBITDA by approximately $60 million.  When the tariffs were initially introduced on May 31, […]

May 17 2019

Issue 20 – Keyera Is Looking Forward

On May 15, 2019 Keyera Corp (TSX:KEY) announced it’s Q1 2019 results. The results by themselves were not spectacular because of their marketing business. The company encountered an unplanned 17-day outage at Alberta EnviroFuels, which resulted in lower ISO-octane contribution. Disclaimer: Palos Funds are shareholders of KEY. Continue Reading in PDF By Charles Marleau, CIM […]

May 10 2019

Issue 19 – The Strong gets Stronger

The portfolio is invested in what we believe to be the strongest Canadian E&P in the TSX. Our approach for the past few years has been sticking to companies with strong management teams, strong balance sheets, low decline rates, and with controlled production growth. I continue to stay away from the highly levered, high oil […]

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