Special January event
Posted by John Woodfield on December 30, 2011 | No Comments
John Woodfield, B.Comm, CFP, FMA, FCSI│Raymond James Ltd., Financial Advisor, 250.979.2744
Special event with Matt Wood of VertexOne Asset Management – making you investments grow in 2012
January 26th, 2012
Raymond James Ltd. Suite 500 – 1726 Dolphin Avenue (Landmark #1)
Kelowna BC
1:30 and 4:15PM (two separate sessions)
Please phone or email john.woodfield@raymondjames.ca to RSVP
This event features Mr. Matthew Wood. He will focus on how to make your investments grow in 2012 and the positioning of the funds Vertex manages. Vertex has consistently been among the very few management companies that consistently outperform the indexes. The Vertex Fund has been performing at over 18% per annum for the past 13 years.
Matthew Wood, Portfolio Manager
Mr. Matthew Wood is a founding partner and director of Vertex One Asset Management. Mr. Wood has overall responsibility for the investment and trading decisions affecting the Vertex Managed Value Portfolio, Vertex Value Fund and Vertex Enhanced Income Fund. He has operated as the lead manager of the Managed Value Portfolio since its inception on April 3, 1998. Mr. Wood has over 20 years experience investing in equities, fixed income and derivatives. His career began as an analyst, later becoming a Financial Advisor, with Royal Trust. He was a Portfolio Manager with HSBC Asset Management before co-founding Vertex One Asset Management. Mr. Wood holds the professional designation of Chartered Financial Analyst (CFA) and is a member of the Institute of Chartered Financial Analysts.
Tags: Special event on Thursday January 26th
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