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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 Value Pool Protect & Grow

Resources:

Investment Beliefs

  1. Every business has a true 'intrinsic' value based on its ability to generate profit and ultimately, pay its owners.
  2. Businesses sometimes trade hands at prices much higher or lower than their 'intrinsic' value.
  3. Investing successfully requires the ability to accurately assess the 'intrinsic' value of a business and the patience to wait until the business is priced at a discount.
  4. Time is a critical element of success as it may take months or even years for the market to recognize the true 'intrinsic' value of a business.
  5. Two factors are the root cause of most investment losses:
    1. The business is inferior or unsustainable; or
    2. The price paid was too high.

Once we make an investment we are very patient. We do not react to price movements or market turbulence. Our entire focus is on the continuous assessment of the company’s fundamentals and intrinsic value.

- Vito Maida Founder of Patient Capital Management Inc.

Pool Buy/Sell Decisions

Pfizer Inc.

Berkshire Hathaway Inc. - Class B

VPV Historical Asset Mix

Businesses

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Information about specific issuers of securities has been made available by Value Partners Investments Inc. (Value Partners) for the sole purpose of providing additional background information on the holdings in the VPI Value Pool (the Pool) as of February 28, 2015, and is not intended to be investment advice about the merits of investing directly in these issuers. This brochure has been prepared based on information that is publicly available or that has been provided to Value Partners by the portfolio manager of 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 and has engaged Patient Capital Management Inc., a registered portfolio manager, to make decisions about the investments made by the Pool–these investment decisions are not made by Value Partners.

The information provided does not constitute individual, legal, investment, or tax advice about the Pool 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 document and the prospectus before investing. The indicated returns represent historical monthly compounded total returns, including changes in share or unit value and reinvestment of all dividends, and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.