Our “What You Own, Why You Own It” educational video series feature specific businesses held in one or more of the VPI Pools. We look at the quality of the business, its industry, its history, its competitive advantages, its operations, and its financial performance. We demonstrate how the business fits into clients’ portfolios and why it truly is: difficult to live without, difficult to replicate, and difficult to compete with.
Watch the "What You Own, Why You Own It" video series by clicking image below.
VPI discloses 100% of portfolio holdings in each of the VPI Pools on a monthly basis on its website.
In addition to the above, VPI dispenses information on portfolio holdings using the following additional means:
- Portfolio Holdings statements, disclosing 100% portfolio holdings in their respective VPI Pool(s) are mailed to clients on a quarterlybasis;
- Additions and/or Dispositions to portfolios are reported with quarterly unitholders statements;
- Buy and Sell notifications are made available to advisors on a monthly basis and unitholders can access those statements by contacting their respective Advisor(s).