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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.

It's Time to Go Global

Update on the VPI Global Equity Pool 

In this months speaker series, Steve Norton points out that most global pools have a heavily weighted U.S. component in contrast to the VPI Global Equity Pool currently holding no U.S. companies.  Darren, Portfolio Manager of VPI Global Equity Pool, emphasizes the importance of moving beyond North America and investing in high growth regions.  The United States doesn’t always dominate the global equity market. When U.S. stocks are facing headwinds, international stocks may rise to the occasion. The VPI Global Equity Pool only invests in industry leading companies in regions meeting an investment grade sovereign credit rating. With valuations in international markets being substantially discounted to what we are seeing in North America, we believe it is time to go global.
Watch the highlight version and or full video below:

Highlights Video

Full Video