Epertly Managed,
your Goals in Focus
whether you're focused on growth, generating income, or preserving capital. All of our funds have no set-up fees, no purchase fees,
no transfer fees, and no redemption fees.
Equity Funds
Palos Income Equity Fund
Designed to provide you with a steady stream of income, the fund primarily invests in Canadian income-paying securities with the potential for long-term capital appreciation.
Palos Income Fund
As our flagship offering, this fund focuses on producing consistent returns by investing in a core portfolio of high-grade, undervalued dividend stocks and bonds.
Palos Global Small-Cap Equity Fund
This fund invests in companies with the best prospects for future expansion, using a rigorous strategy to find high-quality businesses, reasonably priced and with outstanding management.
Alternative Funds
Palos WP Growth Fund
The fund invests in actively managed small-capitalization Canadian companies that offer strong potential for growth. The portfolio can include exchange-listed equities, convertible debentures, and equity warrants.
Palos-Mitchell Alpha Fund
Designed to generate alpha, the fund invests in a core portfolio of large and mid-capitalization global equities, employing risk mitigation and tail-risk hedging strategies.
Palos-CTI Acrobat Enhanced Fund
Focused on companies with strong fundamentals, the fund holds a strategically managed portfolio of high-quality Canadian and U.S. publicly traded large and mid-capitalization companies.
FAQ
An investment fund is a professionally managed pool of money collected from multiple investors to invest in a diversified portfolio of assets, such as stocks, bonds, or other securities. By investing in a fund, you gain access to expert management, diversification, and a more efficient way to participate in the markets without having to select and monitor individual investments yourself. It is a smart option for investors seeking long-term growth, income, or capital preservation, depending on the fund’s objective.
Our portfolio managers oversee a variety of fund strategies, including equity, fixed income, multi-asset, and thematic strategies. Each fund is aligned with specific investment objectives, risk profiles, and market opportunities.
Our funds are actively managed by experienced portfolio managers who combine in-depth research, risk analysis, and market insights. We focus on delivering consistent long-term performance while aligning with our clients’ investment goals.
You can invest in our funds through your Palos advisor, who typically manages your portfolio under a fully discretionary mandate. This means they have the authority to make investment decisions on your behalf, including allocating capital to our funds when aligned with your financial goals and risk profile. Our team works closely with you to ensure the investment strategy is tailored to your needs and objectives.
All our funds offer regular liquidity, meaning investors can redeem their holdings on a scheduled basis (e.g., daily, weekly, or monthly). Redemption terms depend on the specific fund and will be outlined in the fund documentation.