Vertex One Asset Management Inc. (V1) is a Vancouver based asset management firm providing investment services to retail advisors, high-net-worth individuals and institutions. Founded by three partners in 1997, we remain independently aligned and dedicated to our principles of achieving investors’ long term goals through performance, service, and integrity. Our interests are the same as yours, as we are also clients. Vertex One employees, family, and friends are collectively the largest investors across the same funds you own. We are rewarded when you are, by utilizing a performance-fee based model.
Prior to founding V1, the partners had a long history with 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. All V1 funds are actively managed with the mandate to produce absolute, not relative returns, over five-year investment horizons.
Preservation of capital in both good and bad market conditions is the cornerstone of our investment process. However, temporary negative returns are a reality with any serious investment program and should be expected. Over the long-term our objective 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.
Our portfolio managers utilize common and preferred equities, fixed income, derivatives, direct lending, and arbitrage strategies to offer funds not only diversified by asset class and sector, but by strategy. People are unique. For that reason, our funds are equally unique in order to match the needs of a broad range of investors.
Our motives are clear. We are entrepreneurs dedicated to providing business-oriented investment solutions and family-like service. Decisions are always based on which opportunity provides the best risk-adjusted return. Period.
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 speak with your Investment Advisor or Contact Us to speak with a member of our Private Wealth Services team.