Research Driven Investing

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About veritas

Learn more about us & our team

Our process

INDEPENDENCE and TRUST

Founded in 2016, Veritas Asset Management offers unique uncorrelated funds that preserve capital and reduce volatility.

We tap into the expertise of our affiliate Veritas Investment Research, which has pioneered a successful methodology based on forensic accounting, that has produced market leading investment advice since 2000. With a team of 15 award-winning analysts, Veritas Investment Research is Canada’s largest independent equity research firm, with more than 150 years of experience in accounting and investment decision-making.

Veritas Asset Management applies the research methodology to the universe of North American stocks to provide unique investment products designed to generate attractive risk adjusted returns for its investors.

our process

Transparency

We offer competitive fee structures with no performance fees that are aligned with our investors.

Diligence

Our bottom-up, fundamental analysis identifies high-conviction investments, and attractive entry and exit points for individual securities.

Lower Volatility

We strive to outperform key benchmarks with lower volatility and low correlation.

Discipline

Our investment selection process achieves attractive returns while managing risks.

Our values

FUNDAMENTAL RESEARCH PRODUCES BETTER INVESTMENT DECISIONS

Our goal is to provide our investors with consistent risk-adjusted returns that beat investment benchmarks over the short and long term.

About us

Veritas Canadian Equity Fund

A concentrated portfolio of high-conviction, high-quality, cash-generating companies with attractive long-term prospects.

Veritas Absolute Return Fund

A long/short portfolio designed to smooth long-term returns by limiting downside risks, index correlation and volatility.

Veritas Next Edge Premium Yield Fund

Sub-advised by Veritas Asset Management, the Veritas Next Edge Premium Yield Fund is a diversified portfolio of Canadian equities with a bias towards yield and capital preservation. It uses a covered option overlay to generate additional yield and further mitigate downside risk and volatility.

Join the next webinar

Join our senior executives and portfolio manager for an update on our funds and how they are positioned in the current market. We’ll discuss key market indicators that we’re tracking closely, as well as some of the top holdings in our funds.

Wednesday, July 26, 2024, at 2:00 PM Eastern Time
Join today

Reach out to us

Interested in learning more about Veritas Asset Management and its products and services?

DISCLOSURES

The information contained herein is for general information purposes and does not constitute a solicitation for the purchase or sale of securities. The full details of the Fund, its investment strategies and the risks are detailed in the Fund’s current simplified prospectus and fund facts document, copies of which may be obtained from Sedar, your dealer, Veritas Asset Management Inc. (“VAM”) or at Veritasfunds.com. Please read the prospectus before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. For the year ended December 31, 2023, fees paid or payable to Deloitte LLP and its network firms for the audit of the financial statements of Canadian Reporting Issuer funds within the Veritas group of funds were $75,804.98. Fees for other services were $13,122.72. All performance data assume reinvestment of all distributions or dividends and do not take into account other charges or income taxes payable by any unitholder that would have reduced returns. The performance of the Fund is not guaranteed, unit values change frequently and past performance may not be repeated. Performance is presented in Canadian dollars, unless otherwise stated, and is net of fees of Series F units of the Fund. VAM is an affiliate of Veritas Investment Research Corporation (“VIR”) by virtue of being under common control that may also from time to time have certain common directors, officers and/or employees. VIR produces and issues independent equity research regarding public issuers to investors and other capital markets participants. VAM is a client of VIR and receives research reports from VIR at the same time as VIR’s other clients. VIR and VAM have implemented policies and procedures to minimize the potential for and to address conflicts of interest, which are available upon request.

Cautionary Note Regarding Forward-Looking Statements

Some information may contain forward-looking statements. All statements, other than statements of historical fact, that address activities, events or developments that Veritas Asset Management Inc., the Portfolio Manager, or any affiliates thereof (the ‘Companies’) believe, expect, or anticipate will or may occur in the future (including, without limitation, statements regarding any targeted returns, projections, forecasts, statements, and future plans and objectives of the Companies) are forward-looking statements. These forward-looking statements reflect the current expectations, assumptions or beliefs of the Companies based on information currently available to the Companies. Forward-looking statements are subject to a number of risks and uncertainties that may cause the actual results of the Companies to differ materially from those discussed in the forward-looking statements, and even if such actual results are realized or substantially realized, there can be no assurance that they will have the expected consequences to, or effects on, the Companies.

For a list of factors that could cause actual results or events to differ materially from current expectations, please refer to our Prospectus and the section ‘Risk Factors’. Any forward-looking statement speaks only as of the date on which it is made and, except as may be required by applicable securities laws, the Companies disclaim any intent or obligation to update any forward-looking statement, whether as a result of new information, future events, or results or otherwise. Although the Companies believe that the assumptions inherent in the forward-looking statements are reasonable, forward-looking statements are not guarantees of future performance and accordingly undue reliance should not be put on such statements due to the inherent uncertainty therein.