Value Partners Investments Inc.
Value Partners Investments Inc. is an independent Canadian investment firm headquartered in Winnipeg, Manitoba. Founded in 2005, the firm provides portfolio management and investment advisory services primarily to individuals, high net worth clients, corporations, and pooled investment vehicles. With over 50 employees, Value Partners Investments manages client accounts and offers a range of value-oriented investment solutions.
Investment Strategy
Value Partners Investments Inc. employs a disciplined, value-based investment strategy focused on long-term capital appreciation. The firm constructs diversified portfolios across multiple sectors, aiming to identify high-quality companies trading below their intrinsic value. The approach emphasizes fundamental analysis, risk management, and a patient investment philosophy tailored for both individual and institutional clients.
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OTEX | OPEN TEXT CORP | 6.79% | $83.2M | 2,225,670 | $26.25 | $37.38 | +$8.5M |
R RCI | ROGERS COMMUNICATIONS INC | 6.37% | $78.1M | 2,268,565 | $28.09 | $34.47 | +$9.9M |
G GOOGL | ALPHABET INC | 6.03% | $73.9M | 304,051 | $157.10 | $243.10 | -$12.9M |
B BNS | BANK NOVA SCOTIA HALIFAX | 5.90% | $72.3M | 1,118,989 | $47.72 | $64.65 | +$10.5M |
C CM | CANADIAN IMPERIAL BANK OF CO | 5.64% | $69.0M | 864,217 | $54.75 | $79.89 | +$7.5M |