Vertex Value Fund
- Process Works -
Our investment process involves seeking out primarily equity securities of companies that we determine to be priced at attractive levels relative to the market, their competitors and their growth rates. Companies with annuity like cash flows, strong balance sheets and high dividend yields will be given the greatest weighting.
The fundamental investment objective of the Vertex Value Fund is to provide long term capital growth by investing primarily in equity securities of Canadian and United States Companies.
John Thiessen, CFA - Mr. John Thiessen is a founding partner and director of Vertex One Asset Management. 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 (FEL) : VRT 600
- Class F (NL) : VRT 601
- Low Load : VRT 602
- Minimum Investment :
- $500 (initial)
- $50 (subsequent)
First Quarter Report 2019, “Down markets are when stocks return to their rightful owners.” ~ JPMorgan Chase. As investors, it might seem that sometimes we’re at the whim of market forces beyond our control. Take the last quarter of 2018 for example. If you were an equity investor, you likely would have seen your investments take a significant drop, unless you were overconcentrated in just a few select stocks –...
All Vertex Funds
- aVertex Fund
- aVertex Managed Value Portfolio
- aVertex Arbitrage Fund
- aVertex Arbitrage Fund Plus
- aVertex Enhanced Income Fund
- aVertex Growth Fund
- aVertex Value Fund
- aVertex Liquid Alternative Fund
- aVertex Liquid Alternative Fund Plus
- aVertex Canadian Equity Alpha Fund
- aVertex U.S. Equity Alpha Fund
- aVertex Bond Alpha Fund