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THE ART OF INVESTING

Palos is a boutique investment management firm.

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Palos Wealth

Palos Investment Management Inc. was founded in 2001. Since 2017, Palos Wealth Management Inc. has been registered as a portfolio manager with Canadian provincial regulators and the AMF in Quebec.

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Our Team

Palos works because of who we are

Our Team

Each member of the Palos team contributes to our unique perspective, philosophy and investment style. It strengthens our team.

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Our Funds

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Our Funds

Investors who own units of Palos funds enjoy among the lowest fees in the industry. You will also benefit from Palos’ disciplined, research-driven approach to security selection.

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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

2021: The Palos Income Fund LP won first place for the Best One-Year Return (Macro category) at the Canadian Hedge Fund Awards
2021: The Palos WP Growth Fund won first place for Best One-Year Return and third place for Best Three-Year Return (Equity focused) at the Canadian Hedge Fund Awards
2018: The Palos Income Fund LP was the 2nd Place Winner of the Best One-Year Return at the Canadian Hedge Fund Awards
2014: The Palos Income Fund LP won Best One-Year Return, Best Five-Year Return, and Best Five-Year Sharpe Ratio
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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.

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