Terms & Conditions

Disclaimer

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.

Josh Brothers Lead Investment Counsellor

Josh Brothers (Lead Investment Counsellor)

Josh is passionate about guiding families to make the most of their life’s work, recognizing and respecting the uniqueness of each family’s financial journey. He emphasizes the value of bringing families together through shared values and charitable giving. Josh’s journey in the industry began in childhood, as he was raised by an independent financial advisor. He started at Value Partners as an intern, and quickly ascended to become a founding member of the VPIC team, showcasing his knowledge and dedication. Now in his role as Lead Investment Counsellor, Josh leverages his expertise to empower families in achieving their financial aspirations.

Educationally, Josh holds a Bachelor of Business Administration – Finance, complemented by a Certificate in Economics from the University of Regina. He also holds the CIM (Chartered Investment Manager) Designation, further solidifying his credentials in the field.

Outside the office, Josh finds solace in the great outdoors and enjoys backcountry camping, motorcycle rides, and lakeside retreats with his wife and rescue dog.