- Vertex Fund -
Third Quarter Report, 2017
Third Quarter Commentary Live with John Thiessen, Co-Founder and Lead Portfolio Manager of the Vertex Fund and Growth Fund VRT301, VRT302, VRT400, VRT401.
PERFORMANCE (Class A returns as at September 29, 2017)
Net Asset Value
Year to Date
Returns are net of all fees and include reinvested distributions.
*post distribution +annualized returns
For previous quarterly reports please see the Archives.
An Authentic Alternative. Diversified by multiple strategies, the event-driven portfolio invests in companies and situations where catalysts present a favourable risk/return trade-off.
- Class F (NL) : VRT 301
- Class B (FEL) : VRT 302
- Class B (DSC) : VRT 303
- Minimum Investment :
- $25,000 for accredited investors