Palos WP Growth Fund

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 globefund.com or morningstar.com

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.

FUND INFORMATION

PALOS MANAGEMENT INC.
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 Fasken Martineau DuMoulin
Prime Broker and Custodian NBCN