Commentary

After the end of each calendar quarter, your portfolio managers allot the time to put finger-to-keyboard and write or record a commentary for each fund.  We make an effort to provide honest insight into the methodology and strategy behind managing your money and how we see opportunities arising in the marketplace.

Mutual Funds

Vertex Value Fund Commentary Post

Vertex Growth Fund Commentary Post

Vertex Enhanced Income Fund Commentary Post

Alternative Mutual Funds

Vertex Canadian Equity Alpha Fund Commentary Post

Vertex U.S. Equity Alpha Fund Commentary Post

Vertex Bond Alpha Fund Commentary Post

Vertex Liquid Alternative Fund/Plus Commentary Post

Alternative Funds

Vertex Fund Commentary Post

Vertex Arbitrage Fund/Plus Commentary Post

Vertex Managed Value Portfolio Commentary Post

Archived Quarterly Reports