Terms & Conditions


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.


Value Partners hosts a series of events throughout the year.

Due to the pandemic, some of our events may be held virtually, and are being scheduled on an ad hoc basis.

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

The following is a list of events we typically hold in a year, that may be held in person or virtually, depending on current Health Guidelines.

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

Upcoming Events

VPI Annual General Meeting
Jun | 14-16

Winnipeg, Manitoba


VPI Fall Regional Meetings
Oct | TBD