Category Archives: Articles
The RRSP deadline for the 2012 tax season is fast approaching. You can find the exact contribution amount for the current year on your Notice of Assessment from the Canada Revenue Agency. For additional information please contact us at firstname.lastname@example.org.
TFSA Dollar Limit Will Increase to $5500 in 2013 The Harper government has announced an increase to the annual contribution limit for Tax Free Savings Accounts. Beginning in 2013 Canadians will be able to contribute an extra $500 dollars each year. For more information about Tax Free Savings Accounts, click here or contact us directly.
Vancouver’s First Downtown Office Tower Awarded LEED Gold Certification Park Place, located at 666 Burrard St., home to ZLC Private Investment Management Inc., has just been awarded LEED Gold Certification for its commitment to the environment and sustainable best practices. Click Here to read the full article featured in Business in Vancouver
Sherpa Asset Management Interview Scott Miller, Managing Director of Sherpa Asset Management is featured in the June 2012 issue of Canadian Hedgewatch Magazine. Click here to read the article.
Barron’s Top 100 Hedge Funds The Vertex Fund came in at #35, and 1 of only 2 Canadian Funds on the Barron’s top 100 Hedge Funds over a three year period, ending in 2011. Click Here to see the list.
Vertex Managed Value Portfolio – Matt Wood, Portfolio Manager Our portfolio has been trending positively while the news flow continues to be decidedly negative. If news flow was predictive of the direction of individual company stocks, investing would be a very simple exercise. What does remain true is that sometimes news flow is predictive of [...]
ZLC Is A Platinum Sponsor For This Years VJFF ZLC Private Investment Management is proud to sponsor this years Vancouver Jewish Film Festival, happening November 10th to 20th 2011. Anyone that enjoys a good bagel, hot popcorn and great movies will love this film festival. Attendance statistics place VJFF as the second largest Jewish film festival, (just after [...]
Opalesque Exclusive Investors seeking downside volatility management strategies anticipating eventual market drops – Sherpa Asset Management. Vancouver-based Sherpa Asset Management views the June 2008 launch of the firm’s Sherpa Diversified Returns Fund as “fortunate timing in hindsight” even though they took the equity long/short fund out into the most volatile equity markets in recent history. [...]
Achieving Targets in a Low Return Environment Three core fundamentals can enhance portfolio performance regardless of market conditions: capital preservation, yield generation and beta exposure. Economist Larry Summers once commented that there are two types of economic forecasters: the ones who know they don’t know, and the ones who don’t know they don’t know. Read [...]