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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.

VPI Global Equity Pool - Q2 2025

International Countries Thriving

While recent events have caused pessimism in the U.S. which has led to a decrease in trade and spending, many other countries are thriving. Germany, for example, recently announced a massive €500 billion plan to boost defense, stimulate their economy, drive innovation, and support business growth. This is a major opportunity for companies we own – like Vinci, the world’s largest infrastructure firm – who are well-positioned to benefit from the substantial increase in spending.

 

Key Decisions Paying Off

In April, the portfolio manager added to four high-quality Japanese businesses, each at attractive valuations. Fast forward to today, that decision has paid off. As you can see below, these businesses rebounded quickly, delivering meaningful growth in just a few months.

 

Update Video

 

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