QUALITY | VALUE
QV INVESTORS
ASSET AND WEALTH MANAGEMENT
Founded on the principles of Quality and Value, our disciplined approach has protected and added value for clients for nearly 30 years.
We provide discretionary asset and wealth management for Canadian institutions and high-net-worth individuals. As whole owners of the business, our team is fully invested in growing clients’ capital while minimizing the risk of loss.
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FEATURED INSIGHTS
A Small Cap Perspective on “American Exceptionalism”
Given the apparent strength of the U.S. economy and stock market, you might wonder why our Global Small Cap Strategy only holds a ~13% weight in U.S. equities?
What You Need to Know About Tax Planning in 2025
With the sudden prorogation of Parliament, many Canadians are left wondering how the proposed increase to the capital gains inclusion rate will impact them.
Going Bananas!
The U.S. has posted returns of nearly 30% so far this year on the back of one of the most highly concentrated and highly valued stock markets in history.
QUARTERLY REPORT
Q4 2024 Market Commentary
The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.