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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.

Paul Lawton Chief Operating Officer

Paul Lawton (Chief Operating Officer)

Paul Lawton is the Chief Operating Officer, a director, and one of the founding partners of Value Partners Investments (VPI). Prior to VPI, Paul was involved in the financial services industry for two decades. During this time, Paul focused his energy in the areas of advisor services, competitive business analysis, operations management, governance and reporting. He was the Manager of Trading Operations at a national MFDA dealer where he was responsible for all client transactions and recordkeeping, and the associated accounting, compliance, and software systems.

Paul was born and raised in Winnipeg, Manitoba. He is passionate about supporting the community by raising funds for the Special Olympics and the United Way, and coaching minor hockey and youth soccer.