The Palos Perspective: The Last Mile Is Long
It is now clear that the pace of disinflation has stalled, with the headline and core CPI still up 3.5% and 3.8%
April 15, 2024
Why choose Palos Funds?
- Experience has taught us that investment strategies like ‘indexing’ or ‘buy and hold’ can carry inherent risks. In this respect, we often ask ourselves one simple question: Why would anyone invest in a manner that simply follows the crowd?
- At Palos, we think differently. First, we do our own research. This includes regular portfolio manager meetings where we share ideas and discuss the merits of any investment thesis. We also meet with analysts and management from the companies we invest in and we’re not shy to ask the right questions. This is critical to vetting any investment idea in an unbiased manner. Simply put, we do our homework.
- Secondly, we’re passionate about investing. Our portfolio management team is comprised of seasoned investment management professionals who possess extensive experience, knowledge and expertise. More importantly, we possess a persistent desire to be the best.
Actively Managed
Our management style is active. We strategically overweight or underweight investment themes, companies, and sectors. We believe that active management gives us an edge.
Independent Thought
It's sometimes tough to distinguish between what’s good for the client and what’s good for the adviser. We take pride in being unbiased and independent.
Diverse Strategies
We offer custom designed portfolios that address specific investment needs whether it be growth, income, or capital preservation.
Recent Awards
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Featured Commentary
The Palos Perspective: Inflation Flirtation or Long Boom? Long Boom
Bond traders have marked down drastically monetary policy easing by the Federal Reserve, setting the odds of a first move in June
April 10, 2024
The Palos Perspective: So Far, So good
The S&P 500 powered to a succession of 21 new record highs over the past 3 months, producing a 10.2% quarterly gain
April 10, 2024