Our Philosophy

Aligned Interests

Investment Philosophy

Firm Philosophy

Our Philosophy

WE’RE ALL IN THIS TOGETHER

Vertex employees put their personal investments right beside yours, in Vertex One funds.

FEE ALIGNMENT

Our management fees of between 0.75% and 1% are below industry averages. Lower management fees force us to grow our business through performance, not aggregation of assets.

We utilize a performance fee model so that we only profit when you profit. Additionally, employee salaries are below industry averages. Instead, employees are all part of a profit-sharing program, so that we come to work every day focused on achieving our investor’s long-term goals.

ACTIVE – We actively manage all of your funds. You won’t find indexing here.

UNCONSTRAINED – Our managers are free to use their expertise and networks to source the best investments.

OPPORTUNISTIC – We source returns from the entire capital structure, seeking undervalued and event-driven situations.

ABSOLUTE – Our objective is to provide positive returns over rolling 5-year periods, regardless of market indices.

INTEGRITY – We uphold ourselves to honest, trustworthy, responsive client service.

SERVICE – Our clients always come first. We utilize modern technology and industry-best service partners to meet client needs.

PERFORMANCE – Long-term performance matters to you and it matters to us. It is our #1 priority.

INDEPENDENCE – We are employee owned and operated. Independence makes us agile to operate on our clients’ behalf.