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.

Owen Chesney Investment Analyst

Owen Chesney (Investment Analyst )

Meet Owen, an investment analyst at Value Partners. Owen is dedicated to providing exemplary service to clients, driven by his strong belief that everyone deserves financial safety and planning for all stages of life.

Owen holds an undergraduate degree in finance from Saint Francis Xavier University in Nova Scotia, bringing a solid educational background to his role. His journey with Value Partners began in 2019, during his summer breaks from university. During this time, Owen gained valuable experience in various roles including operations, client-facing positions, and assisting portfolio managers.

Outside of work, Owen enjoys playing golf, surfing at the beach, and cherishing quality time with his family and friends.