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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.

Finlay McKay Portfolio Manager

Finlay McKay (Portfolio Manager)

Finn manages our VPI Sustainability Leaders Pool and is a member of our Asset Allocation Committee and Investment Committee, Finn has been investing for over ten years and is graduate of the I.H. Asper School of Business with a Bachelor of Commerce (Honours) degree, where he also received the silver medal in management. Before his role as a Portfolio Manager, Finn was a Research Analyst for several years on the VPI Canadian Equity Pool and over the last six years has worked on half the investment strategies at Value Partners Investments.

Finn believes that long-term ownership of businesses that are difficult to live without, compete with, and replicate is the most certain path to creating wealth. These types of high-quality businesses can sustain high returns on capital, owning these companies at attractive prices should lead to good returns for investors. Importantly, he believes that companies who think long-term about their business and their role in society are the best positioned for durable growth. Finn works hard to untangle complicated financial questions for shareholders, advisors, and clients.

Away from work Finn enjoys cooking for family and friends. Prior to his current career Finn worked for 10 years in the restaurant industry. When he isn’t found in the kitchen or at his desk Finn loves to hike and other outdoor activities.