Vertex One Asset Management

The Live From the Desk Archives

A record of past "Live From the Desk" updates that subscribers received.
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The Archives
Live from the Desk: Arb Fund turns 1! (11/10/2014)
A retrospective on the first year and a what we anticipate for the next year.
Live from the Desk: VXFD & VGF - the lowdown (10/31/2014)
We're bullish for equities in 2015 and have been adjusting our portfolio to take advantage of recent opportunities.
Vertex Value Fund - quick 'n dirty (10/17/2014)
What's all the fuss about? We take a look at the current investing environment and the Vertex Value Fund.
Blimey! (9/18/2014)
Opportunity in the Scottish Independence Vote.
August Discount! (8/19/2014)
A brief note from Matt Wood.
Arbitrage Risk Management (6/10/2014)
A look at risk management techniques used in Merger Arbitrage to reduce deal-failure risk.
What Does the Fed Say? (1/27/2014)
Why QE is still around. Hint: lack of growth capital.
Duck Hunt (1/16/2014)
The Canadian Dollar (Loonie) is likely going a lot lower... we tell you why we think that.
Managing Interest Rate Risk (11/8/2013)
Discussing the multiple techniques we utilize to reduce a portfolio's sensitivity to interest rates.
Slow times at Ridgemont Mall (10/22/2013)
A look at the declining state of retail malls and how it relates to our investments.
#abouttime (9/27/2013)
We've joined twitter and wanted to share who we like to follow in the twittersphere.
The Pricing of Risk (6/12/2013)
Why pricing risk is integral to our everyday processes for managing money.
Climbing the Debt Wall (2/27/2013)
What Bernanke may really have been targeting with the zero interest rate policy (ZIRP): promoting accretive refinancing to combat the present wall of debt maturing.
Back to the Future (2/14/2013)
Revisiting 2007, Today: Mattel, P&C Insurance and a look to the future in EMS...
Opportunity Knocks - Part 2 (11/2/2012)
Value is Growth: a look into the Vertex Value Fund and the secular themes that are driving it's out-performance this year.
Inflation: tick tock, tick tock... (10/29/2012)
Is inflation dead? A look at what happens if it returns and how we position the portfolio to protect against inflation.
Far From the Madding Crowd (6/27/2012)
A look at risk management, M&A in May and corporate bonds in May.
Opportunity Knocks - Part 1 (3/30/2012)
Part One looks at macro changes that have us optimistic about the coming years.
Hybrids with Power (2/22/2012)
The new catalyst for Hybrid Securities.
Waiting for Stability (2/3/2012)
A look at what it will take for the IPO market to open up.
A Hostile Resolution (1/31/2012)
A follow-up on two deals which closed.
Into Hostile Territory (1/4/2012)
The Advantage of Canadian Hostiles.
Ready, set . . . (12/13/2011)
A look at the benefits of IPOs for bondholders.
Live From the Desk 12 (11/9/2011)
M&A Update - Capital Power.
Live From the Desk 11 (10/13/2011)
Bond Spreads.
Live From the Desk 10 (9/30/2011)
Catalyst Investing.
Live From the Desk 9 (9/1/2011)
"Over our Shoulders" - examples of our sources of information.
Live From the Desk 8 (8/25/2011)
An IPO Announcement.
Live From the Desk 7 (8/19/2011)
A Look at High Yield.
A Note about Hedging (8/10/2011)
Risk control in the Vertex Fund during the current market turmoil.
Live From the Desk 5 (8/2/2011)
The Blue Ocean Strategy and Neutraceuticals.
Live From the Desk 4 (6/29/2011)
Position Update (M&A) - a look at TMX.
Live From the Desk 3 (6/24/2011)
An Overview of the Covered Call Strategy used in the Enhanced Income Fund.
Live From the Desk 2 (6/1/2011)
An Enhanced Income Fund update.
Live From the Desk 1 (5/4/2011)
A new position in the Enhanced Income Fund.

Vertex One Asset Management Inc.
1920-1177 West Hastings St
Vancouver, British Columbia V6E 2K3
604-681-5787
866-681-5787