Live From the Desk
A Tale of Two Stories, Vertex Value Fund & Vertex Managed Value Portfolio
Blackbird Energy (TSX-V:BBI): A Top Value Holding One of our favourite CEOs, Garth Braun of Blackbird Energy, just published an update to shareholders about the tremendous growth of his company and his views on a national energy policy (or lack thereof), and its downstream effects. We know Garth really well. We know Blackbird really well. …
Read MoreIt’s all about Rates… right? Vertex Enhanced Income Fund
Can the economy and market adapt to higher rates? Positioning a credit fund to succeed under rising rates. It’s easy to get caught up in the current movement of selling everything income related and moving into equities, as we’ve seen over the last few months. There’s an element of FOMO (fear of missing out) and …
Read MoreVertex Tweets
Dec 7, 2018"Patience is a Virtue". We came across this great 2017 piece by @HarrisOakmark We are 100% active share and long te… https://t.co/MtHIkINfSL
@Vertex_OneNov 29, 2018"I'm not sure, but I think it's still buy low, sell high" - Paul Colborne The replay of today's conversation with… https://t.co/PYyxvQqZCo
@Vertex_OneNov 28, 2018Why we're invested in the most ethical, environmentally & socially responsible energy in the world. 👉… https://t.co/DrgxRakw4M
@Vertex_OneNov 27, 2018Want to learn a bit more about one of our Value Fund top holdings? Join us this Thursday for a live 30 min. call wi… https://t.co/x3kr6ARdLJ
@Vertex_OneNov 27, 2018Goldman Sachs on commodity prices in 2019 "Given the size of dislocations in commodity pricing relative to fundamen… https://t.co/huyp4pZcoM
@Vertex_One
