COMMENTARIES

QV Updates

Every Friday, QV distributes a market commentary written by a member of our investment committee covering different investment themes or events that may affect our clients’ portfolios. Please click Here to sign up to receive our weekly commentaries.

Recent Updates

 

Spreading Eggs Among Baskets

June 15, 2018

Within all of our equity strategies, QV has always limited single sector exposure to a maximum of 25%. This self-imposed sector constraint ensures an adequate level of industry diversification across our concentrated portfolios.

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Go Long (With Aligned Partners)

June 08, 2018

Focussing on the long-term is a powerful tool for investors, both from an asset allocation and security selection perspective. Long-term investors benefit from both compound interest and lower volatility through extended investment horizons.

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Sovereign Risks

June 01, 2018

Italy’s political drama escalated this week as the populist coalition of Five Star Movement and League failed to form a government. On Sunday, Italy’s president vetoed the coalition’s choice for finance minister, angering the coalition leaders and raising the possibility of new elections.

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