Maximize Returns

The primary objective of the Vertex Fund is to maximize returns on an absolute basis. The VF is best described as a multi-strategy hedge fund. The investment objective is to achieve superior returns by profiting from investment opportunities using stocks, bonds, derivatives and other securities, with a maximum leverage of 15%.

The VF strives to produce positive, absolute returns of 8-12% under all market conditions, and therefore exhibits minimal market correlation. The approach is to use a number of skill-based, sophisticated investment strategies, aimed at replacing market risk with price relationship risk. Examples of such risk strategies include: risk arbitrage, option writing, and income trust conversions. The Vertex Fund is professionally managed by Vertex One Asset Management Inc.

The VF is appropriate as part of a diversified portfolio in order to reduce correlation with traditional equity and fixed income portfolios and for those with long-term investment horizons, it is RRSP and IPP eligible.