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.

Investment Options

We have eight pools, each designed to help clients achieve their unique goals.

Investment Approach

We believe the best way to construct portfolios is to combine the philosophies of multiple investment managers who consider each individual investment opportunity from a variety of perspectives. 

The diversity of ideas and approaches that we provide helps clients achieve their unique goals. All investment managers have a shared belief system - the Value Partners Investment Principles.

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The Value Partners Investment Principles

 

  • The most certain way to build wealth is through the ownership of a profitable business;
  • The most profitable businesses are difficult to live without, difficult to replicate, and difficult to compete with;
  • The best businesses continually reinvest in themselves and are capable of paying their owners a dividend; and
  • The difference between a good business and a good investment is the price you pay.