- Vertex Managed Value Portfolio -
#PickYourSpot – investors who consider their entry point more than their exit point are correlated to superior returns.
Vertex Value Fund, Class F
November 9th, 2018, Third Quarter Update from Matt Wood, Co-Founder and Lead Portfolio Manager of the Vertex Managed Value Portfolio and Vertex Value Fund.
Managed Value Portfolio
Protect & Progress. Value from the undervalued using: stocks, fixed income, derivative income and/or private lending. Protecting capital by avoiding hyper-valued investments.
- Class F (NL) : VRT 101
- Class B (FEL) : VRT 102
- Class B (DSC) : VRT 103
- Minimum Investment :
- $25,000 for accredited investors