Greetings!
How's your summer going so far?
Your Value Partners Investments Q2 2022 UPDATES have been released. We have updated our email to include links to the videos and the newsletters for each of VPI Pools.
For more information, please click on the links shared in this email.
As an investor in any of the Value Partners Investments Pools- you receive industry-leading account updates and videos and newsletters (just like the ones featured in this email) so that you can understand exactly what you own and why you own it.
Accelerating inflation and rising interest rates caused the global markets to take a bruising in the first half of the year, the worst in several decades. Stocks, bonds, emerging markets and cryptocurrencies all posted steep losses.
We believe that by owning high-quality, dividend-growing companies, investors will be well served over the long-term.
The Global Equity pool outperformed the blended benchmark in Q2 2022 primarily due to security selection within materials, communication services, and financials. The manager‘s investment process has ensured that the Pool provided downside protection relative to its benchmark. Our expectations are that long-run exposure to emerging markets will benefit our clients greatly.
The Pool’s focus on protecting capital through diversification has helped relative performance versus the market. Although performance has been negative year-to-date, the Pool is positioned well for the recovery.
VPI BUY & SELL UPDATES
We've also included your VPI INCOME POOL and TOTAL EQUITY POOL BUY & SELL UPDATES for Q2.
You can read each of these by clicking on the links below.
Enjoy the rest of your summer- stay hydrated and don't forget the sunscreen!
Yours sincerely,
Laurianne, Darcie, Michelle & Maddie
