DM Monthly Report – Nov 2018

VPI CANADIAN BALANCED POOL PASSES 10-YEAR MARK – A little over a decade ago, a financial services firm based in Winnipeg called Value Partners Investments (VPI) hired Dixon Mitchell to manage a soon to be launched balanced mutual fund. Since that time, VPI has flourished to become a significant player in the Canadian fund and advisory space, while DM has added assets, expanded our portfolio management team, and continued to hone our equity and fixed income investment processes. As both firms have grown, so has the size, following and track record of the VPI Canadian Balanced Pool.

At inception, VPI set the asset mix ranges for the fund with fairly wide bands, allowing DM a high degree of management flexibility and the ability to provide unit holders with an investment experience very similar to that of our typical internal client with a balanced asset allocation:

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