Awards & Recognition

2014

Vertex Enhanced Income Fund, Vertex Value Fund: FundGrade A+

2013

Vertex Enhanced Income Fund, Vertex Value Fund, Vertex Growth Fund: FundGrade A

Vertex Enhanced Income Fund: Globe Investor Top 10

Vertex Growth Fund: Globe Investor Top 10

Vertex Value Fund: #1 Fund in its Category, 5 star rating

2012

Vertex Fund: Top 100 Most Successful Hedge Funds of 2012 List

Vertex Managed Value Portfolio: FundGrade A

Vertex Enhanced Income Fund: #1 Fund in its Category (Canadian Fixed Income Balanced)

Vertex Growth Fund: #3 Fund in its Category (North American Equity)

Vertex Value Fund: #1 Fund in its Category

2011

Vertex Fund: Top 50 World’s best performing hedge funds list 3-year return

2010

Vertex Enhanced Income Fund: #1 Fund in its Category (Canadian Fixed Income Balanced) for 2010, 1-year return

Vertex Growth Fund: #2 Fund in its Category (North American Equity) for 2010, 1-year return

Vertex Fund, Vertex Managed Value Portfolio: 5 Star Rating

Vertex Managed Value Portfolio, Vertex Fund: FundGrade A

2009

Vertex Fund: Canadian Investment Award – Multi-Strategy Hedge Fund Award, Bronze

Vertex Fund, Vertex Managed Value Portfolio: 5-Star Ranking

Vertex Managed Value Portfolio, Vertex Fund: FundGrade A

2008

Vertex Managed Value Portfolio: #1 Ranked Canadian Balanced Manager (up 1.84% in 2008)

2007

Vertex Fund: Top 50 World’s best performing hedge fund list, 3-year Return

2005 & 2006

Vertex Fund: #2 Ranked Non-US event-driven manager, 3-year Return

2002

Vertex Fund: #1 Global Equity Fund, 3-Year Return

Vertex Fund: #3 on the “Hot 100 Funds” list

Vertex Balanced Fund: (“Managed Value Portfolio”) #3 Canadian Balanced Fund, 3-Year Return

Vertex Balanced Fund: #53 on “Hot 100 Funds” list

John Thiessen: Business in Vancouver: Top 40 under 40 winner