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.

Shelley Malone Executive Assistant

Shelley Malone (Executive Assistant)

Shelley is an invaluable asset at Value Partners, leveraging over 15 years of industry experience. In her role as Executive Assistant, she orchestrates seamless experiences for clients, leaders, and business partners, serving as the vital liaison between them. With meticulous attention to detail, Shelley manages scheduling, documentation, and tracking, and is passionate about adding value to every interaction.

Shelley holds the Canadian Securities Course certification and enjoys learning about behavioural psychology. Prior to Value Partners, Shelley spent seven years in the construction industry, earning recognition for her dedication to job site safety and HR practices. Transferring her genuine care for people and entrepreneurial spirit to Value Partners, she enriches client and team relationships.

Outside the office, Shelley finds joy in gardening, writing, baking, painting, and exploring new destinations. She enjoys time with family and friends, and generally thinks that dogs are better than people.