Skip to main content
Value Partners Investments Value Partners Investment Counsel

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.

VPI Sustainability Leaders Pool - Q1 2026

Opportunistic Additions

The VPI Sustainability Leaders Pool has delivered a 10.9% one-year return and 12.1% annualized since inception. The portfolio holds 31 companies across 10 countries, remaining focused on businesses solving global challenges, profitably.

During the quarter, the portfolio manager used market weakness to add to SAP, Microsoft, Waste Management, and Veralto. They also added Alcon, a global leader in eye health. Alcon holds the #1 position in surgical equipment and eyedrops, addressing significant unmet needs in a largely non-discretionary category. With aging populations and deteriorating eye health globally, the company is positioned to benefit from many long-term tailwinds. 

 

Update Video

 

Newsletter

https://vpinvestments.blob.core.windows.net/images/spotlight/Newsletter_Update_Week_Sustainability_Leaders_Q1.png