Palos WP Growth Fund

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 WP Growth Fund

Palos WP Growth Fund (the “Fund”) is an open-ended trust established on October 18, 2016 and amended on January 27, 2017. It is for accredited investors and eligible for registered accounts.

For daily performance, please visit or

Primary Objectives

· Provide investors with investment returns over the long term
· Produce growth by investing primarily in listed equity securities and convertible debentures of Canadian and US companies.

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

The Manager intends to employ qualitative, quantitative and comparative research to manage a portfolio of selected high growth securities. The Fund shall take both long and short positions and shall employ market and statistical arbitrage techniques to maximize returns. In addition, the Fund will aim to produce returns above the S&P/TSX Toronto Stock Market Index by investing into companies with an attractive growth profile. The Fund may choose to deviate from its investment objective by temporarily investing most or all of its assets in cash or fixed income securities during periods of market downturn or for other reasons.


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