Palos Mitchell Alpha

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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.

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

Primary Objectives

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.

Investment Strategy

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.

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

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