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Partners Value Investments LP — Investor Relations & Filings

Ticker · PVF.UN ISIN · CA70214T1012 TSXV Financial and insurance activities
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Filings indexed 112 across all filing types
Latest filing 2024-03-29 Regulatory Filings
Country CA Canada
Listing TSXV PVF.UN

About Partners Value Investments LP

https://www.pvii.ca/

Partners Value Investments LP is an investment holding partnership focused on generating capital appreciation and income returns for its unitholders. The partnership's strategy centers on value-based investing in companies with strong market positions and consistent cash flows. Its principal investments are substantial equity stakes in leading global asset management firms. Specifically, the core holdings include approximately 121 million Class A shares of Brookfield Corporation (BN) and approximately 31 million Class A shares of Brookfield Asset Management Ltd. (BAM). The partnership also maintains a growing portfolio of other investments, with its major holdings managed through operating subsidiaries like Partners Value Investments Inc. and Partners Value Split Corp.

Recent filings

Filing Released Lang Actions
ON form 13-502F1 (class 1 and 3B reporting issuers - participation fee).PDF
Regulatory Filings Classification · 100% confidence The document is titled 'FORM 13-502F1' and is a Management Certification submitted to the Ontario Securities Commission. It contains detailed calculations of market values of securities for quarterly periods, participation fees, and a certification by the CFO. The document is primarily a certification and fee calculation form related to regulatory compliance, not a financial report or earnings release. It does not contain financial statements or substantive financial data typical of annual or interim reports. The presence of a management certification and reference to OSC Rule 13-502 Fees indicates it is a regulatory filing. Therefore, the appropriate classification is Regulatory Filings (RNS).
2024-03-29 English
AB form 13-501F1 (class 1 and 3B reporting issuers - participation fee).PDF
Regulatory Filings Classification · 95% confidence The document is a Form 13-501F1, which is a regulatory filing related to reporting issuers and participation fees submitted to the Alberta Securities Commission. It includes a management certification by the CFO, market value calculations for securities, and fee details. The content is primarily a certification and fee calculation form, not a financial report, earnings release, or other types of corporate filings. It is a regulatory compliance document rather than a report or announcement of financial results or corporate actions. Therefore, it fits best under Regulatory Filings (RNS). The document length is 7,331 characters, which is consistent with a detailed regulatory filing rather than a brief announcement or a full annual/interim report.
2024-03-29 English
52-109FV1 - Certification of annual filings - CEO (E).pdf
Regulatory Filings Classification · 95% confidence The document is a certification by the CEO of Partners Value Investments L.P. regarding the review and fair presentation of the annual filings for the financial year ended December 31, 2023. It is titled 'FORM 52-109FV1 CERTIFICATION OF ANNUAL FILINGS VENTURE ISSUER BASIC CERTIFICATE' and explicitly states it is a certification related to annual filings, including the AIF, annual financial statements, and annual MD&A. The document does not contain actual financial data or detailed financial statements but is a formal attestation by an officer. According to the Certification Rule, such officer certifications should be classified as Regulatory Filings (RNS) rather than the actual annual report or financial report types. The document length is 3232 characters, which is relatively short and consistent with a certification letter rather than a full report. Therefore, the appropriate classification is Regulatory Filings (RNS).
2024-03-29 English
52-109FV1 - Certification of annual filings - CFO (E).pdf
Regulatory Filings Classification · 100% confidence The document is a FORM 52-109FV1 Certification of Annual Filings by the Chief Financial Officer of a venture issuer. It certifies the review and fair presentation of annual filings including the AIF, annual financial statements, and annual MD&A for the financial year ended December 31, 2023. The document is primarily a certification letter and does not contain actual financial data or the full annual report itself. It references the annual filings but does not include them. According to the Certification Rule, such officer certifications should be classified as Regulatory Filings (RNS) rather than the actual Annual Report (10-K) or Management Reports (MDA). The document length is short (3233 characters), consistent with a certification letter rather than a full report. Therefore, the correct classification is Regulatory Filings (RNS).
2024-03-29 English
Annual MD&A - English.pdf
Management Reports Classification · 95% confidence The document is titled 'Management’s Discussion and Analysis' for the year ended December 31, 2023, dated March 28, 2024. It contains detailed financial results, operational overview, investment portfolio details, and financial position data for the fiscal year. The content includes comprehensive financial data and analysis, not just a summary or announcement. The length is substantial (15,000 characters), indicating it is a full report rather than a brief announcement or certification. The presence of detailed financial tables and discussion of net income, investment income, and corporate borrowings confirms this is a Management Discussion and Analysis report, which is typically classified under Management Reports (MDA).
2024-03-29 English
Audited annual financial statements – English.pdf
Annual Report Classification · 100% confidence The document is titled '2023 ANNUAL REPORT' and contains detailed financial statements including Consolidated Statements of Financial Position, Management's Discussion and Analysis, Independent Auditor's Report, Financial Statements, and Notes to the Financial Statements. It covers the fiscal year ended December 31, 2023, and includes comprehensive financial data and analysis. The length of the document is substantial (15,000 characters), indicating it is the full report rather than an announcement. The presence of management discussion, auditor's report, and detailed financials confirms this is the official yearly report covering company activity and full financial performance, consistent with an Annual Report (10-K equivalent).
2024-03-29 English

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