Vertex Growth Fund
- Unconstrained Investing -
To achieve the above objectives, fundamental analysis will be used to identify superior investment opportunities with the potential for above average capital appreciation over the long term. Vertex One will seek inefficiently priced companies backed by strong management teams with solid business models that have the potential to benefit from both industry and macro-economic trends.
Primary objective is to achieve long-term capital growth by investing in growth-oriented equities. The Vertex Growth Fund invests primarily in equity and equity-related securities of North American companies. Investment may focus on assets in specific industry sectors and asset classes based on analysis of business cycles, industry sectors and market outlook.
John Thiessen, CFA - Mr. John Thiessen is a founding partner and director of Vertex One Asset Management. Mr. Thiessen has overall responsibility for the investment and trading decisions affecting the Vertex Fund, Vertex Offshore Fund and Vertex Growth Fund. He has operated as the lead manager of the Vertex Fund since its inception on February 6, 1998. Mr. Thiessen has significant investment experience with 23 years of equity, fixed income and arbitrage investing. He began his career with the Alberta Treasury Investment Management Division, after which he became an Investment Officer with National Trust. He was a Portfolio Manager with HSBC Asset Management before co-founding Vertex One Asset Management. Mr. Thiessen holds the professional designation of Chartered Financial Analyst (CFA) and is a member of the Institute of Chartered Financial Analysts.
- Class B : VRT 400
- Class F : VRT 401
- Low Load : VRT 402
- Minimum Investment :
- $500 (initial)
- $50 (subsequent)
- bPerformance Fact Sheet
- bSimplified Prospectus
- bAnnual Information Form
- bAnnual Fund Facts DocumentsClass B / Class F
- bVertex IRC Annual Report
- bManagement and Investment Team
- bFinancial StatementsAnnual / Semi Annual
- bQuarterly Portfolio Disclosure1st Quarter / 3rd Quarter
- bMgmt Report of Fund PerformanceAnnual / Semi Annual
Second Quarter Report, 2018 - This past quarter our returns have been more volatile, as our oil and gas stocks are starting to react to the price of oil doubling. With over 40% of our portfolio in energy related stocks, our portfolio will move with the tide of oil prices. Global demand keeps growing in excess of 1% annually while most majors have not materially increased their budgets for capital...