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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.

Darrin Erickson Portfolio Manager

Darrin Erickson (Portfolio Manager)

“Market corrections represent opportunity. They are a necessary part of investment cycles that provide the foundation for continued growth.” — Darrin Erickson Portfolio Manager

Darrin Erickson is the Portfolio manager of the VPI Global Equity Pool, global component of the VPI Income Pool and the VPI Special Opportunities Pool with the help of Adam Duncan and Puyu Zhang. Prior to working at Value Partners Investments Darrin was a portfolio manager at Great-West Life Investment Management, formers manager of pension investments at Manitoba Telecom Services.

Darrin completed his MBA at the University of Alberta and Master of Arts from the University of British Columbia. As a Chartered Financial Analyst chartholder and more than 26 years of experience in the investment industry Darrin’s motive has continued to stay the same. With the help of the VPI Business Development Team, as well as advisors, the aim has always been to help clients achieve their financial goals.

Darrin’s investment approach combines fundamental analysis with factor-based quantitative models that has a track record of generating consistently strong performance. He also believes in providing sound, unbiased investment advice and thinks it is essential that investors know what they own and why they own it.

Away from the office Darrin loves to travel, play golf and hike. His favourite travel experience to date include circumventing Cape Horn and seeing Angkor Wat at sunrise.