A decade ago we started with a simple idea – we would do more for you than others could. Doing more took the shape of wanting to deliver performance at or near the top of our peer group over a 10-year timeframe. We wanted to be a genuine partner to a small group of like-minded advisors and investors across the country. And finally, we wanted to do it with internal employee partners who thought and acted like owners of the business. At the most basic level, our idea was to deliver on what matters the most to our customers, in an industry where we believed the relationship of trust was broken.

November 17, 2018 marks the 10th anniversary of the launch of our Portfolios. We are pleased with the progress that we have made against each one of the goals mentioned above. We realize that EdgePoint and its goals would not even exist had it not been for the trust you placed in us as stewards of your hard-earned wealth.

Thank you for giving us your trust. In return, we pledge to try and be worthy of that trust every single day, in everything we do. We clearly understand that there is no finish line. Our vision will continue to prioritize the interests of our investor partners. It’s at the heart of our culture.

We believe that one of the keys to pleasing investment returns is taking a long-term view. To reward investors in our Portfolios who have shared this vision, we are introducing the 10-year Partner Program, which offers a fee reduction to those investors who have been invested in an EdgePoint Portfolio for 10 or more consecutive years. Learn more about the 10-year Partner program here.

We are grateful for your ongoing support and look forward to the next decade and beyond.

Sincerely,

Your EdgePoint Team

We shot this video a long time ago – we may not look as young anymore – but our commitment to putting our investors’ interests first will never get old. Happy viewing!