Palos Mitchell Alpha
The Palos-Mitchell Alpha Fund is an open-ended trust established on January 29, 2019. Palos Management Inc. is responsible for the investment decisions of the fund. The fund is sub-advised by Palos Wealth Management Inc.
The fund's primary objective is to deliver long-term returns that are superior to the benchmark. The benchmark is designed to reflect the North American bias of the fund and is comprised of a 50% weighting in the TSX Composite Total Return Index and 50% weighting in the S&P 500 Total Return Index.
The fund is an actively managed fund that focuses on a core portfolio of institutional quality, highly liquid, primarily large capitalization, Canadian and U.S. stocks. All holdings within the fund must be listed on a North American exchange and may include Exchange Traded Funds (ETF's) or similar products.
|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|
|Prime Broker and Custodian||NBIN|