Value Partners Investment Counsel | Portfolio Management

We partner with you to grow the wealth you have spent your life creating

You have spent your entire life creating wealth on your own through intelligence, hard work, determination and sacrifice. We understand and respect the fact that this was not easy, nor does it represent an insignificant part of your life. As such, we are here to foster a long-term, trust focused relationship to help grow your wealth and steward it on to the next generation.

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Our proven investment principles stand the test of time

We buy good, durable businesses that pay dividends. We only buy good businesses at good prices, to minimize the risk of permanent losses while growing your wealth. We have a full range of tools available to us to build your unique portfolio best fit to your individual needs.

We hold ourselves to the highest standard of client service

In addition to your personal Portfolio Manager, VPIC clients are all assigned a dedicated client service team to assure the highest standard of client service is what you receive.

Different clients want different experiences from their Investment Manager

Some want to be involved and hands on – they want to actively discuss the markets and investments in their portfolios on a regular basis. Other clients are more hands-off in their approach, and would prefer to watch their money grow from a distance. We offer services for both of these unique client demands.

Investment Principles

We buy good businesses

Good businesses are difficult to live without, difficult to compete with, and difficult to replicate. A good business generates substantial free cash flow, and pays its owners a large and growing dividend stream. Our principles are proven and stand the test of time. You can trust our people and our principles in good times and bad.

A good business is only a good investment at a good price

One of the surest ways to lose money is to over pay for a business. That’s why we only buy businesses at attractive prices. We know people are emotional and often act irrationally. This causes market volatility, but also creates some of the best investment opportunities. We do not fear volatility – we take advantage of it.

Good businesses pay their owners

We believe owners deserve to be compensated. Therefore, the businesses in your portfolio will pay you a growing dividend stream.

We invest for the long-term

This is the only way to generate real wealth. Our long-term approach means we aren’t bothered by short term volatility or market swings. When you buy a good business at a good price, short term fluctuations are just noise.

Our Values

Invest Effectively

Allocate capital to assets that are: difficult to live without, difficult to compete with, and difficult to replicate at a conservative estimate of their value.

Communicate Clearly

Explain decisions when they are made; in plain language and to everyone affected by the decision.

Spend Responsibly

Balance the needs of our unit holders, employees, and shareholders and demand a return on every dollar.

Act Decisively

Do your homework, trust your judgement.

Behave Respectfully

Treat everyone the way we would wish to be treated.

Pursue Wisdom

Read. Think. Experience. And share openly.

Lead by Example

Collectively, we have over $29 million of our own money invested in the VPI Pools alongside clients.

Meet the Portfolio Manager

Ben Kelly joined Value Partners Investments (VPI) in early 2017 as the Vice-President and Portfolio Manager of Value Partners Investment Counsel. Ben has worked in the financial services industry for more than 20 years, most recently as a portfolio manager at an investment management firm with more than $1 billion in assets.

Ben was also director of investment banking with National Bank Financial, providing financing and merger and acquisition advice to publicly-traded and private companies. Ben also has experience as a commercial banker, an investment analyst and a management consultant.

Ben graduated from Gordon College in Wenham, Massachusetts with a Bachelor of Arts degree in 1988 and from the University of Manitoba with a Master of Business Administration (MBA) degree in 1995.

He received his Chartered Financial Analyst designation in 2001 and is a member of CFA Winnipeg and the CFA Institute in Charlottesville, Virginia.

Ben Kelly MBA, CFA

Vice President, Portfolio Manager

Email Ben

Key Contacts

Kendra Bannish

Manager of Operations

Email Kendra

Josh Brothers

Associate

Email Josh

Warren Hope

Partner

Email Warren
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