Palos Income Fund L.P.

Individuals Not Resident In Canada: All products and services of Palos Wealth Management Inc and Palos Management Inc. are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. The contents of this site should not be considered an offer to sell or a solicitation to buy products or services to any person in a jurisdiction where such offer or solicitation is considered unlawful.

Palos Income Fund L.P.

The Palos Income Fund L.P. is our flagship private investment fund for accredited investors. The fund is not eligible for registered accounts.

For daily performance, please visit globefund.com or morningstar.com

Primary Objectives

· Provide an attractive and steady stream of income
· Deliver trading-enhanced returns
· Outperform the S&P/TSX Composite Index on a risk-adjusted basis

Primary Objectives

· Provide an attractive and steady stream of income
· Deliver trading-enhanced returns
· Outperform the S&P/TSX Composite Index on a risk-adjusted basis

Investment Strategy

Actively managed Canadian focused long-bias fund that invests in a core portfolio of select high-grade and undervalued securities including dividend-paying stocks, preferred stocks, bonds and convertible bonds. The Fund seeks to enhance the returns of its core portfolio by opportunistically engaging in pair trades, selling covered calls, syndication trades and merger arbitrage. In making investment decisions, we employ a bottom-up approach, while sector exposure is broadly driven by industry themes and macro analysis.

FUND INFORMATION

PALOS MANAGEMENT INC.
Order Management System SGGG Fund Services Inc.
Administrator, Transfer Agent and Record Keeper SGGG Fund Services Inc.
Auditor (firm and funds) PricewaterhouseCoopers LLP
Legal Counsel Faskens
Prime Broker and Custodian NBIN

More Information

RECENT AWARDS

The Palos Income Fund LP was a 2nd place winner of three categories in the 2014 Canadian Hedge Fund Awards.
Best 1 Year Return | Best 5 Year Return | Best 5 Year Sharpe Ratio