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
May 16, 2019Wonderful night celebrating women in finance @AWFbc https://t.co/OhMEjzGggU
@Vertex_OneMay 16, 2019RT @MLindbladV1: Canada’s oilpatch has the most cash in five years — and nothing to spend it on. (but perhaps we are nearing a tipping poin…
@Vertex_OneMay 15, 2019"Liquid alternatives offer an additional way to reduce portfolio risk, keep costs low, and drive returns over the l… https://t.co/ZdUY6FBIqA
@Vertex_OneMay 14, 2019RT @charliebilello: S&P 500: this is the 24th correction >5% since the March 2009 low. They all seemed like the end of the world at the tim…
@Vertex_OneMay 10, 2019With potential benefits such as downside protection, equity-like returns with bond-like volatility & steady, consis… https://t.co/OivNsPEFyB
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