Next Edge CIA Disciplined Growth Portfolio · TSX:PCD.UN
Next Edge CIA Disciplined Growth Portfolio — Veritas Next Edge Premium Yield Fund — Investor Presentation (January 2024)
18 slides from Next Edge CIA Disciplined Growth Portfolio's investor presentation, January 2024
Slide 1: Veritas Next Edge Premium Yield Fund
Veritas Next Edge Premium Yield Fund January 2024 1
Slide 2: Important Notes
Important Notes The “Veritas Next Edge Premium Yield Fund” or “Fund” means the “Veritas Next Edge Premium Yield Fund”. Capitalized terms not defined in this presentation are defined as set forth in the prospectus of the Fund (the “Prospectus”). This communication is not, and under no circumstances i
Slide 3: Cautionary Note Regarding Forward-Looking Statements
Cautionary Note Regarding Forward-Looking Statements The following presentation may contain forward-looking statements. All statements, other than statements of historical fact, that address activities, events or developments that Next Edge Capital Corp., the Portfolio Manager, Vertias Asset Managem
Slide 4: Key Fund Features
Veritas Next Edge Premium Yield Fund The Veritas Next Edge Premium Yield Fund through Veritas Asset Management Inc. (“Veritas”), leverages the award-winning, independent, and in-depth research of Veritas Investment Research Corporation to formulate a diversified portfolio of equities with a bias tow
Slide 5: Fund Performance
Fund Performance HISTORICAL PERFORMANCE Class A1 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD 2004 0.63% -- -- -- -- -- -- -- -- -- -- -- 0.63%2 2023 4.93% -3.04% 0.63% 2.05% -3.32% 2.11% 0.36% -1.39% -3.36% -0.94% 4.33% 2.41% 4.41% 2022 - - - - - -1.67%* 3.87% 0.47% -5.15% 6.87% 3.87% -2.38%
Slide 6: Veritas Investment Research Corporation and Veritas Asset Management
Veritas Investment Research Corporation (Forensic Accounting Based Research) and Veritas Asset Management Inc. (Research Driven Investing) Disciplined portfolio construction Veritas Investment Research leveraging award winning Corporation - founded in 2000, award- research. winning, independent empl
Slide 7: About Veritas
About Veritas Experienced and Trusted Team Leadership Anthony Scilipoti Sam LaBell FCPA, FCA, CPA (Illinois) MA, MBA, CFA President & CEO Advising Representative Years of experience: 23 Years of experience: 18 Anthony is the President, CEO and CCO of Veritas Sam is an Advising Representative and Dir
Slide 8: About Next Edge Capital Corp.
About Next Edge Capital Corp. Next Edge Capital Corp. (“Next Edge”) is an alternative investment fund manager providing leading-edge solutions for investors. For almost two decades our experienced team has launched numerous investment solutions in a variety of product structures. The people and appr
Slide 9: About Next Edge Capital
About Next Edge Capital Yield Generation/Option Overlay Expertise Eden Rahim Michael Bird Portfolio Manager Associate Portfolio Manager Years of experience: 27 Years of experience: 25+ Option Experience: 27 Option Experience: 25+ Eden Rahim is the Portfolio Manager for the Veritas Next Michael Bird
Slide 10: Investment Process
Veritas Next Edge Premium Yield Fund Investment Process Universe of Equities Covered by Veritas Investment Research Corporation (Canadian and select US equities) Veritas Curates a List of Buy rated securities that are best suited for the Fund Income Analysis and Evaluation – yield of each security o
Slide 11: The Veritas Forensic Accounting Advantage
Veritas Next Edge Premium Yield Fund The Veritas Forensic Accounting Advantage Analysts Facts Facts Underwriters Auditors Facts Facts Experts The Story 11
Slide 12: Award Winning Research
Veritas Next Edge Premium Yield Fund Veritas Investment Research Corporation Award Winning Research Refinitiv StarMine Analyst Awards 2020 #1 & #3 Overall Stock Picker Refinitiv StarMine Awards in #1 Communications – stock picker Prior Years: #1 Media – stock picker 2019 #6 Overall Stock Picker #1 A
Slide 13: Track Record of Value Added Recommendations
Veritas Next Edge Premium Yield Fund Veritas Investment Research Track Record of Value Added Recommendations TopGun Best in Class Award: 2020 #2 Special Situations 2019 #1 Special Situations 2018 #3 Special Situations 13
Slide 14: Veritas Track Record: Return vs. S&P/TSX
Veritas Next Edge Premium Yield Fund Veritas Investment Research Corporation Veritas Track Record of Value Added Recommendations Veritas Investment Research Corporation research has added significant value over the past 20+ years. The portfolio from which the Fund is derived from is based on the Ver
Slide 15: Investment Universe, Strategy and Portfolio Details
Veritas Next Edge Premium Yield Fund Investment Universe • Canadian Equities • Canadian Equity Income Fund • In-depth equity research by Veritas Investment Research, for security Investment Strategy selection by Veritas, becomes the “ Veritas Portfolio” • Covered option overlay strategy for yield en
Slide 16: Summary of Terms
Veritas Next Edge Premium Yield Fund Summary of Terms Fund Type Canadian Equity Income Fund - Mutual Fund Launch Date June 28, 2022 Class A - NEC 230 FundSERV Codes Class F - NEC 231 Class I – NEC 232 Minimum $5,000 for Class A & F Investment $1,000,000 for Class I Purchases / Redemptions Daily Clas
Slide 17: Important Notes
IMPORTANT NOTES The “Veritas Premium Yield Fund” or “Fund” means the “ Veritas Next Edge Premium Yield Fund “. Capitalized terms not defined in this presentation are defined as set forth in the prospectus of the Fund (the “Prospectus”). This communication is not, and under no circumstances is to be
Slide 18: Next Edge Capital contact details
nextedgecapital.com linkedin.com/company/next-edge-capital twitter.com/NextEdgeCapital NextEdgeCapital 1 Toronto Street, Suite 200, Toronto, ON M5C 2V6 416.775.3600 Toll Free: 1.877.860.1080 info@nextedgecapital.com
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