Live From the Desk

A Bridge to the Future, BofI CEO Update

Top Holding Vertex Value Fund & Vertex Managed Value Portfolio Earlier this week Greg Garrabrants, President and CEO of BofI (Bank of Internet), released his 2017 letter to shareholders titled “A Bridge to the Future”. As one of the largest holdings across our Value Funds, we thought that we would share some key takeaways from …

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Replay of Live with Garth Braun Blackbird Energy CEO

Top Holding Vertex Value Fund & Vertex Managed Value Portfolio On Monday, we welcomed Garth Braun, CEO of Blackbird Energy (TSXV: BBI), into our boardroom for a call with Advisors to share his company’s story and vision, prior to answering a few questions. Blackbird has been a top holding over the past few years in …

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Milestone Month

We’re excited to say that last month our Vertex Arbitrage Fund turned 3 years old! The fund was introduced in 2013 to offer investors a solution to some of the present-day investing challenges; its purpose is to provide investors with an absolute return profile that is predictable, has low correlation with other assets, has little …

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A Brief Note on ‘Brexit’

Last night we all learned of British citizens’ historic vote to leave the European Union. Markets do not react kindly to surprises and this was no exception. In Asia, investors watched the results unfold live and markets sank, with Japan particularly hit by a soaring Yen. The Stoxx Europe 600 Index sank 7% at the …

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Guardian Capital

We’d like to thank our friend, Dr. Ryan Males, from CIBC Capital Markets for the following note on Guardian Capital. As one of the Vertex Fund and Vertex Growth Fund‘s largest holdings, we thought it was worth sharing with you. I have an affinity for one particular small-cap company – Guardian Capital (GCG/A CN).  When …

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