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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.

David Atkins Portfolio Manager

David Atkins (Portfolio Manager)

“We look for great businesses that pay dividends and grow dividends. What makes a great business? They’re businesses that you can’t live without, that are difficult to replicate and are difficult to compete with.” — David Atkins Portfolio Manager

  • David Atkins is responsible for managing the VPI Canadian Equity Pool with over $1.4 billion in assets, co-manages the VPI Income Pool, and is a member of the Investment Committee.
  • He has over 20 years of investment experience, holds a Chartered Financial Analyst (CFA) designation, and is a graduate of the I.H. Asper School of Business with a Bachelor of Commerce (Honours) degree.

All figures in CAD as of April 30, 2024. Source: Value Partners Investments