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.

Events

Value Partners hosts a series of events throughout the year.

These meetings are open to all registered financial advisors and will include information about Value Partners and its investment products.

The events are also a chance to hear directly from the Portfolio Managers as they breakdown what you own and why you own it. We look forward to

sharing our excitement with you! The following is a list of events we typically hold in a year, that can be attended in person or virtually. 

For further details or registration information, please email events@vpinvestments.ca



2024 - Upcoming Events


Advisor Summit
Jan | 22-24

San Diego, CA

Register

Speaker Series
Apr | 11th

Winnipeg, MB (Webcast)

Register

Speaker Series
May | 9th

Winnipeg, MB (Webcast)

Register

Speaker Series
Sep | 12th

Winnipeg, MB (Webcast)

Register

Speaker Series
Nov | 14th

Winnipeg, MB (Webcast)

Register

Speaker Series
Dec | 12th

Winnipeg, MB (Webcast)

Register