Vertex One

How to add ballast to your portfolio and still generate returns

Picton Mahoney portfolio manager explains how strategy dealt with COVID-19 and why it remains an option in all markets

Turning M&A deals into a stable source of returns

Why hedge-fund style approach of merger arbitrage can fortify a portfolio even when the markets are dropping

Harbourfront acquires Vertex One’s private wealth division

Independent dealer continues aggressive expansion with deal for Vancouver firm

Pender announces beefed-up fund shelf

Firm completes acquisition of investment management fund contracts and implements other changes

Firms announce acquisitions of Vertex One funds

The planned transfers of investment fund management contracts are expected to push through in the fourth quarter