Value Partners Investments

Terms & Conditions

Disclaimer

Information about specific issuers of securities has been made available by Value Partners Investments Inc. for the sole purpose of providing additional background information on the holdings in the Value Partners Pool(s) and is not intended to be investment advice about the merits of investing directly in these issuers. This information is based on information that is publicly available or that has been provided to Value Partners Investments Inc. by the portfolio managers of the Pools.

The complete holdings of a Pool are disclosed in its Statement of Investment Portfolio semi-annually. On a quarterly basis, each Pool discloses its top 25 holdings in its Summary of Investment Portfolio. Both these documents are available on our website. Value Partners Investments Inc. is a registered investment fund manager and has engaged registered portfolio managers to make decisions about the investments made by each Pool – these investment decisions are not made by Value Partners Investments Inc.

The information provided does not constitute individual, legal, investment or tax advice about any of the Pools or the issuers discussed therein. Please consult your own legal, investment and/or tax advisor prior to making a decision to invest in the Pools. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts documents and the prospectus of the Pools before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.


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About Value Partners Investments

Helping investors reach their long-term financial goals is our passion.

 

We're passionate about researching companies, digging deep to gain insights that will help investors achieve their long-term financial goals.

 

About Us

Our job is to put your money to work by owning a select group of businesses that we think will succeed over a reasonable amount of time. Businesses that are difficult to live without, difficult to compete with and difficult to replicate.

 

Founded in 2005, we are an investment firm that manages money for clients. Investing is our passion and we are dedicated to helping clients achieve their long-term financial goals.

One of the most important decisions in life is to partner with good people. Working with the right advisor to develop a long-term plan and make critical decisions along the way can make all the difference.

We believe in the value of partnering with a professional financial advisor. It's in our name, Value Partners. You can access our nine pools through your financial advisor.

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Our money is invested alongside yours.

Everyone at Value Partners invests their own money alongside yours. We can't think of a better way to demonstrate our commitment and conviction.

 

We have some of the lowest fees amongst our competition.

Client fees have declined by 51% resulting in annual client savings of approximately $3.9 million CAD.

This chart demonstrates how over the years the average fee being charged to Investors in Series-A Value Partners funds have declined by 51%.

As of April 26, 2024

We communicate clearly.

Investors in Value Partners portfolios receive industry-leading updates, so they understand exactly what they own and why they own it. We explain decisions when they are made, in plain language, to everyone affected by the decision.

We are award-winning.

We are one of the fastest-growing investment firms in Canada. In fact, we've been ranked as one of Canada's fastest-growing companies for six consecutive years by Profit Magazine. 

Every year, Fundata Canada Inc. presents FundGrade A+ awards to acknowledge Canadian investment funds that have maintained exceptional performance ratings. Our Corporate Bond Pool received the award in 2022. Our Canadian Balanced Pool is a five-time award winner in its peer group in 2018, 2019, 2020, 2021 and 2022. Our Canadian Equity Pool received the award in 2018.

Award is provided by Fundata Canada Inc. Visit http://www.fundgradeawards.com/ for more details.

 

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We keep your money safe and secure.

We wouldn't invest our money with a firm that wasn't safe from fraud, and nor should you. Since the beginning of Value Partners, we have engaged RBC Investor & Treasury Services to provide settlement and custody services. Our investments and our business are audited independently and regularly by KPMG. We also use BLG as our legal team.

 

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We support the community.

We are passionate about supporting the communities which we live, work and operate. Every year, we donate time and money to a variety of charitable organizations. We help in many ways, be it through supporting community events, coaching kids' teams or building homes.

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Making the most out of your life’s work

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