Yearly Archives: 2018

#9 – Welcoming Back Paul Colborne, President & CEO Surge Energy Inc

To share his insights on the recent volatility in the energy sector, we welcome back Paul Colborne, President & CEO of Surge Energy Inc. Watch On YouTube

Read More

Webcast – LIVE: Third Quarter Update from Matt Wood

Matt Wood, Co-Founder and Portfolio Manager Vertex Managed Value Portfolio, Vertex Value Fund, Vertex Enhanced Income Fund Watch On YouTube   Pick Your Spot Investors who consider their entry point more than their exit point are correlated to superior returns. Vertex Value Fund, Class F

Read More

#8 – George Mavroudis, President & CEO of Guardian Capital Group

On June 12th, 2018, we welcomed George Mavroudis, President & CEO of Guardian Capital Group. (TSX; GCG), for a call with Advisors & Clients. Guardian Capital is a long-term holding in the Vertex Fund managed by John Thiessen. Watch On YouTube

Read More

The Six-Foot-Tall Man, Vertex Arbitrage Fund/Plus

Wall Street legend Howard Marks has an often quoted adage: “Never forget the six-foot-tall man who drowned crossing the stream that was five feet deep on average.“ Its moral is that investing success requires not just surviving on average – the key is surviving the lowest points. The merger arbitrage market has recently gone through a …

Read More