Vertex One Asset Management Inc.
We are an independent investment firm that seeks to offer investors a different approach to fund management, one based on capital preservation in both good and bad markets.
Through six funds we offer investors a full spectrum of risk and return profiles, actively managed by asset class and strategy exposure.
Vertex employees are collectively the largest investors across its funds.
Each quarter we sit down and provide our musings on the portfolio, economy or whatever we find interesting at the time.
Enhanced Income Fund
Read our new Live From the Desk piece.
Visit our Taxes page for distribution summaries of each fund.
As of May 5th, in accordance with new regulations, Offering Memorandum purchases require our new subscription agreements.
Read the Financial Post article about Canadian Mutual Funds outperforming over the last 15 years. Vertex Fund is #5.
An Authentic Alternative. Diversified by multiple strategies, the event-driven portfolio invests in companies and situations where catalysts present a favourable risk/return trade-off.
Managed Value Portfolio
Protect & Progress. Value from the undervalued using: stocks, fixed income, derivative income and/or private lending. Protecting capital by avoiding hyper-valued investments.