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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.


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Good Returns With Less Volatility

Jun 19, 2024 VPI Canadian Equity Pool

May 2024

VPI Canadian Equity Pool Newsletter

 

Bank of Nova Scotia

The Bank of Nova Scotia is one of the largest Canadian banks and is differentiated by its multinational presence in both North and South America. It’s a well-regulated and stable business that pays attractive cash flows that stem from a strong financial position.

 

Sun Life Financial

Sun Life Financial Inc. is an international financial services company that provides a wide range of assistance to clients that includes but is not limited to insurance, mutual funds, and pensions. It has significantly grown its assets under management compared to industry peers and has a strong earnings outlook.

 

Good Businesses At Attractive Valuations

We believe the best businesses acquired at prices that are reasonable in relation to what we expect to receive in return make the best investments. Both OpenText and CVS Healthcare are businesses that have a proven track record of growing earnings, and we believe they will continue to grow over the long term. The stock prices for both companies have been trending lower as the business’ outlooks look weaker over the short term. We believe that both businesses will be making more money in the future, paying higher dividends in the future, making them wonderful investment opportunities today.

 

Good Returns With Less Volatility

Over the long term, the performance of the Pool has been good while minimizing the downside risks of investing. The markets have been reaching all-time highs, without business fundamentals supporting such enthusiasm. We will continue to provide good long-term returns that clients can count on by focusing on the long-term opportunities of the businesses, the prices we pay, and being aware of the potential downside risks.

 

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