Terms & Conditions


Information about specific issuers of securities has been made available by Value Partners Investments Inc. for the sole purpose of providing additional background information on the holdings in the Value Partners Pool(s) and is not intended to be investment advice about the merits of investing directly in these issuers. This information is based on information that is publicly available or that has been provided to Value Partners Investments Inc. by the portfolio managers of the Pools.

The complete holdings of a Pool are disclosed in its Statement of Investment Portfolio semi-annually. On a quarterly basis, each Pool discloses its top 25 holdings in its Summary of Investment Portfolio. Both these documents are available on our website. Value Partners Investments Inc. is a registered investment fund manager and has engaged registered portfolio managers to make decisions about the investments made by each Pool – these investment decisions are not made by Value Partners Investments Inc.

The information provided does not constitute individual, legal, investment or tax advice about any of the Pools or the issuers discussed therein. Please consult your own legal, investment and/or tax advisor prior to making a decision to invest in the Pools. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts documents and the prospectus of the Pools before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Zach Bales Operations Associate

Zach Bales (Operations Associate)

Zach is an Operations Associate at Value Partners. Tasked with ensuring seamless operations, he works diligently behind the scenes to optimize efficiency. His pursuit of improvement is evident in his dedication to refining systems and processes. By consistently striving for excellence, Zach helps the team deliver the best client experience possible. With a Diploma of Business Administration from Red River College and a diverse career background spanning from musical composition to retail operations, Zach brings a wealth of expertise to his role.

Outside the office, Zach finds joy in baking, cooking, and outdoor adventures with his wife Alexis and their spirited husky Aurora.