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Winnipeg, MB R3C 3R8
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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.

VPI Income Pool Sustainable Income, Opportunity For Growth

Resources:

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Portfolio Manager: Brian Carney

  • Portfolio manager at Canso Investment Counsel Ltd.
  • Founder of Big Rock Capital Management, worked in the credit department offices of Goldman Sachs & Co. in Toronto, New York and London and held a variety of positions on the bond side at Merrill Lynch Canada
  • Holds the Canadian Investment Manager (CIM) designation
  • Nearly 30 years of experience in the investment industry

View Brian In Action

The purchase decision is key. It is easy to buy a popular investment at a steep price or a poor investment cheaply. It is central to our investing success to buy securities when they are out of favour and priced cheaply compared to their ongoing cash flows.

- Brian Carney Canso Investment Counsel Ltd.
 
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Portfolio Manager: Darrin Erickson

  • Former portfolio manager at Great-West Life Investment Management, former manager of pension investments at Manitoba Telecom Services
  • MBA from the University of Alberta, Master of Arts from the University of British Columbia
  • Chartered Financial Analyst charterholder
  • More than 25 years of experience in the investment industry

View Darrin In Action

 
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Portfolio Manager: David Atkins

  • Former vice-president of investments and portfolio manager at Cardinal Capital Management Inc., former manager of pension investments at MTS Allstream
  • Chartered Financial Analyst charterholder
  • Graduate of the I.H. Asper School of Business with a Bachelor of Commerce (Honours) degree
  • More than 20 years of experience in the investment industry

View David In Action

We look for businesses with sustainable income that offer the potential for capital growth. We expect the downside risks to be minimized by selecting less volatile businesses and having a prudent level of diversification within the Pool.

- David Atkins Value Partners Investments Inc.

Asset Allocation Strategy

The Classic Approach

At all times, the VPI Income Pool (the pool) requires an asset allocation with a minimum of 25% Fixed Income and a minimum of 25% Equities.

25% Bonds / Cash
Flexible Based on Quality of Opportunities
25% Businesses

The Mechanics

As the principal portfolio manager, if Patient Capital identifies high quality businesses at attractive prices, the asset weighting of the Pool will shift towards the ownership of more equities, to a maximum of 75%.

25% Bonds / Cash
75% Businesses

On the other hand, if Patient Capital cannot identify investments that meet its rigorous standards for value and quality, greater responsibility transfers to Canso and the asset weighting of the Pool will shift towards more fixed income, to a maximum of 75%.

75% Bonds / Cash
25% Businesses

Businesses

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As Of October 31, 2020


Contents of this web page are based on information that is publicly available or that has been provided by Value Partners Investments Inc. (Value Partners). The information provided includes views or opinions of Value Partners, in its capacity as the portfolio manager of VPI Income Pool (the Pool), and does not constitute individual, legal, investment, or tax advice about the Pool or the issuers discussed therein. Information about specific issuers of securities has been made available by Value Partners for the sole purpose of providing additional background information on the holdings in the Pool, and is not intended to be investment advice about the merits of investing directly in these issuers. Please consult your own legal, investment, and/or tax advisor prior to making a decision to invest in the Pool.


The complete holdings of the Pool are disclosed in its Statement of Investment Portfolio semi-annually. On a quarterly basis, the Pool discloses its top 25 holdings in its Summary of Investment Portfolio. Both these documents are available on our website at www.valuepartnersinvestments.ca. Value Partners is a registered investment fund manager, portfolio manager, and exempt market dealer and is responsible for making decisions about the investments in the Pool.

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the fund facts document and the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance will not tell you how the Pool will perform in the future. The investment objectives of the Pool changed effective December 1, 2013, and the portfolio manager of the Pool changed in December 1, 2013 and June 24, 2020.