📣 We're thrilled to announce the launch of our new Palos Small-Cap Global Equity Fund, managed by Charles Timmons, MBA, CFA & Charles Marleau, CIM. Managers: Charles Timmons, MBA, CFA & Charles Marleau, CIM Fundserv Codes: PAL250(A), PAL251(F), PAL 252(I) 🌍💼 Charles Timmons has over 20 years experience in the industry. For 14 of those years, he worked directly on a $1bn+ small-cap portfolio where he exercised broad decision-making powers on a substantial part of the portfolio. Our new fund is designed to capture the potential growth opportunities offered by small-cap companies in developed economies across the globe, providing investors with access to diverse markets and promising enterprises. Our Small Cap Global Equity Fund Strategy: 🔹 Own high quality growth companies over the long term. 🔹 Seek entrepreneurial – focused companies run by outstanding managements with ‘skin in the game’. 🔹 Conduct rigorous research to develop superior knowledge of the positions in the portfolio. #TheArtofInvestng #GlobalEquity #SmallCap #GrowthOpportunities
About us
Founded in 2001, Palos Management is a boutique financial management firm that offers a variety of investment products and solutions: 1) Palos Investment Management manages private and public funds 2) Palos Wealth Management provides independent wealth management and multi-client family office services 3) Palos Merchant Bank delivers merchant banking services Our mission is to grow, sustain and protect our clients’ wealth through exceptional investment management and client service. But the true cornerstone of our business is trust. We recognize that investors have many options when it comes to whom they choose to manage their wealth. Earning your trust begins with our commitment to always operate with utmost integrity and transparency. We value the trust you place in Palos and we will never take anything for granted.
- Website
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http://www.palos.ca
External link for Palos Management Inc.
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Montreal, QC
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Wealth Management, Dividend Investment Funds, Merchant Banking, and Estate Planning
Locations
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Primary
Get directions
1812-1 Place Ville Marie
Montreal, QC H3B 4A9, CA
Employees at Palos Management Inc.
Updates
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Palos Management Inc. reposted this
🏆🎖️ 👉 https://lnkd.in/eW34SBEU C'est avec grand plaisir que la Faculté des sciences sociales a décerné le prix de reconnaissance 2023 à Hubert Marleau de Palos Management Inc. Ce prix est décerné à un ami de la Faculté qui fait preuve de leadership en contribuant à la réputation de la faculté et a eu un impact positif sur l'expérience étudiante par ses actions et son dévouement. 🎓 Hubert Marleau détient un baccalauréat spécialisé en science économique de l’Université d’Ottawa, et il est aujourd’hui une figure de proue de la communauté financière du Canada. 🪙 ➖ 🏆🎖️ 👉 https://lnkd.in/eNWfj222 It is with great pleasure that the Faculty of Social Sciences awarded the 2023 Recognition Award to Hubert Marleau of Palos Management Inc. This award is given to a friend of the Faculty who demonstrates leadership by contributing to the reputation of the faculty and has positively impacted the student experience through their actions and dedication. 🎓 Hubert Marleau holds a specialized bachelor's degree in economic science from the University of Ottawa, and today, he is a leading figure in Canada's financial community. 🪙 📸 Alexi Tanguay
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Palos Management Inc. reposted this
Palos Perspective - Edition 12: The Last Mile is Long Included in this edition, as always, is our most up to date performance numbers of our funds. Our Income, Growth and Alpha funds has seen positive results thus far through Q1 of 2024 and we're looking to continue that trend well into the summer. #TheArtOfInvesting #PalosFunds
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Palos Management Inc. reposted this
Congratulations Hubert Marleau on your recent uOttawa Faculty of Social Sciences recognition award. Thanks for your tremendous contributions over the years to uOttawa's Department of Economics. Palos Management Inc.; Vicky Barham
Hubert Marleau recipient of the 2023 recognition award, Faculty of Social Sciences | University of Ottawa
uottawa.ca
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This week's Palos Perspective has our chief Economist Hubert Marleau discussing the AI chip monster NVIDIA. #PalosFunds
Nvidia's Moment: The Most Important Stock on Planet Earth Says Goldman Sachs
Ryan Mitchell on LinkedIn
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Welcome to the inaugural edition of our bi-weekly newsletter, The Palos Perspective. Dive into insightful content, latest macro market updates, and exciting announcements about all things Palos Management related. #TheArtofInvesting
The Cost of Missing Out
Palos Management Inc. on LinkedIn
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The Palos-Mitchell Fund year end report is out. 📰 ✅ For the fourth quarter of 2023 (Q4) The Palos-Mitchell Alpha Fund returned +2.3% net of fees. For the full year 2023 the fund returned 30.3% net of fees. #Palos #AlternativeInvestments
The Palos-Mitchell Alpha Fund 2023 Year End Report
William Mitchell on LinkedIn
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Palos Management Inc. reposted this
Had an inspiring time discussing finance and sharing insights with students at HEC in the Bloomberg room. Special thanks to Arthur Szynalik for organizing this enriching event! #bloomberg #HEC
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