Vertex One - About V1
Company Profile
Vertex One Asset Management Inc. was founded in the fall of 1997 by three partners. Since then, the assets under management have grown to over $1 Billion with a team of 15 professionals. Prior to founding Vertex One, your portfolio managers had a long history with very large bank-owned investment counselors. These firms will remain nameless. But, it is sufficient to say that indexing portfolios for a fee is an exercise your managers were not willing to undertake, and thus Vertex One was born.
Preservation of capital in both good and bad market conditions is the cornerstone of our investment process. “A penny saved is a penny earned” could be re-coined as “A penny not lost is a penny earned”. Vertex One will not gamble with your savings. However, temporary negative returns are a reality with any serious investment program and should be expected. Over the long term our goal is to produce a return on your invested capital, in adequate proportion, as to achieve a higher rate than one could attain by purchasing a government guaranteed bond or term deposit at your local bank.
It is paramount to us that our interests align with our clients, and as such, the employees of Vertex One are collectively the largest owners across the Vertex Funds.
In order to suit the investment needs of a broad range of investors we currently manage five funds.
Two offering memorandum based funds:
The Vertex Fund , and Vertex Managed Value Portfolio
And three prospectus-based, long-only funds:
Vertex Enhanced Income Fund, Vertex Growth Fund, and Vertex Value Fund
We strongly recommend that more than one fund be held in your portfolio to offset market risks, as each fund is designed to have a low correlation.
Team Personnel
Inquiries
Choosing an investment manager is a big decision. Accordingly, we are happy to meet with you. To find out more about Vertex One and our unique approach to investing, please contact your current Investment Advisor or give us a call:
Jeff McCord - 604-681-5359
By email: invest@vertexone.com
Please see Contact Us for further information.
Assets Under Management
(as of December 31, 2011)
$1.26 Billion CAD