Vertex One - Articles
The Globe & Mail – Why volatility doesn’t always equal risk
Theory vs Reality: how much risk is there in volatility? By Tom Bradley For investors who have the luxury of time, volatility doesn’t equal risk, not in theory anyway. These investors can hold assets with a higher potential return knowing that short-term price swings are inconsequential. Long-term returns are what …
Stock Market Superstars
Jeff McCord and John Thiessen were featured in Bob Thompson’s book “Stock Market Superstars: Secrets of Canada’s Top Stock Pickers”. Click here to read the details of the book.
Globe & Mail
Passion was the key in our search for money managers TOM BRADLEY Globe & Mail: May 12, 2007 Other than the pittance that The Globe and Mail pays me for my columns, I haven’t received a paycheque in two years. Despite not getting paid by anyone, I never really retired …
Morning Coffee
Morning Coffee – Canadian and U.S. Comments for Wednesday January 17, 2007 Vertex (n.) – 1. the highest point of anything; apex. 2. the point of intersection of the two sides of an angle. 3. a young, budding Berkshire Hathaway or Quantum Fund? Bloomberg rated every hedge fund under the …
Bloomberg – #1 Top Non-US Event Driven Fund 2006
When Mirant Corp. made a $7.86 billion hostile bid for NRG Energy Inc. in May, Barry Rosenstein, founder of Jana Partners LLC, went to work. Jana and serveral other hedge funds that bought shares in Atlanta-based power producer Mirant denounced that acquisition as overpriced. The hedge funds won. Mirant eventually …
Bloomberg – #2 Top Non-Us Event Driven Fund 2005
During the 1980s and ’90s, Carl Icahn was vilified as a corporate raider. Now, the billionaire financier has leapt back into the spotlight – as a hedge fund manager. Icahn, 69, has opened two funds to invest in companies he thinks need shaking up. Such event-driven hedge funds, which try …
Making Money Even When Markets Are Down
The $86-million Vertex Fund is an opportunistic hedge fun that embraces several disciplines such as short-selling and leveraging Michael Kane Vancouver Sun Monday, July 07, 2003 It is one thing to make money in soaring financial markets, another to make it grow when markets are down. Investors who can boast …
Maclean’s Hot 100 Funds
Vertex Fund #1 Global Equity 3-year Return, #3 overall Vertex Balanced Fund (“Managed Value Portfolio”) #3 3-Year Return, #53 overall Which are the best of the best? Out of the more than 4,000 mutual funds in Canada, the 100 funds listed below were judged tops in their respective categories based …