Monthly Archives: February 2018

February Investor Update

IN THIS EDITION Interest rates break a 30-year trend line, causing a Brexit-like selloff. Who loses in a higher-rate environment and who wins. US Treasury Secretary suggests reversing 25 years of staunch “strong dollar” policy. Setting the table for an environment of rising rates and a weakening dollar. Our 3-pronged approach in the Vertex Fund & Vertex Growth …

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Webcast – LIVE: Fourth Quarter Commentary with Matt Wood

Watch on YouTube February 14th, 2018, Fourth Quarter Commentary with Matt Wood, Co-Founder and Lead Portfolio Manager of the Vertex Managed Value Portfolio and Vertex Value Fund.

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