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2020 Palos Fund Report.pdf

MRFP_EN_2020_12_31.pdf
Preview of 2020 Palos Fund Report
🔗 Source: funds.palos.ca
📊 Size: 286 KB
📄 Pages: 14 pages
⬇️ Downloads: 181

Summary

The Palos Equity Income Fund's 2020 annual management report discusses its investment objective, strategies, and performance. The fund aims to provide long-term capital growth, attractive income, and trading-enhanced returns by investing in Canadian income-paying securities, such as dividend-paying equity securities and interest-paying debt securities. The fund's primary strategy involves qualitative, quantitative, and comparative research to build a portfolio of high-grade and undervalued securities. The manager considers factors like yield, risk, credit risk, and duration when selecting fixed-income securities, and engages in a detailed analysis when evaluating convertible debentures. The fund's portfolio is approximately 90% invested in Canadian securities, with no more than 25% in non-Canadian securities. The manager seeks to purchase bonds or debentures with high yields compared to their credit risk and relatively low duration. The report also discusses the manager's approach to selecting equity investments, focusing on companies that provide good value and have potential for growth of cash flow, increases in dividend distribution, and stock buybacks.

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Description

The Palos Equity Income Fund's 2020 annual management report discusses its investment objective, strategies, and performance.

Technical Information

  • File Format: PDF
  • File Size: 286 KB
  • Pages: 14
  • Language: EN
  • Total Downloads: 181
  • Last Updated: 6 hours ago

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