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.
Our management style is active. We strategically overweight or underweight investment themes, companies, and sectors. We believe that active management gives us an edge.
People
- Charles Marleau, Chief Investment Officer
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