President, CIO & CEO

CFA, CFA Institute
BA (Econ), University of Calgary

Years Investment Experience:

403-265-7007 x 228

Joe Jugovic's documents

Member Bio

Joe joined QV Investors in 2000 and is the firm's President, Chief Executive Officer, and Chief Investment Officer. He chairs the Investment Committee on behalf of QV and is a Portfolio Manager for the global equity strategy and select Canadian equity strategies. Joe serves as a Director of the firm.

Prior to assuming his role at QV,  Joe was a Securities Analyst and Trader at a Calgary based investment management firm.
Joe completed a Bachelor of Arts degree in Economics from the University of Calgary. He is also a CFA® charterholder and is a member of the Calgary CFA Society.

He has been recognized five consecutive years in a row (2005-2009) at the Canadian Investment Awards Gala, as one of the top small cap Canadian equity managers (both as sub-advisor and/or pooled fund manager). Joe has done charitable work on behalf of the Alberta Children's Hospital Foundation as well as the Fig Tree Foundation.

Member Documents

A Nearly Perfect Combination

January 05, 2018

2017 marks yet another win for equity investors. Global stock markets generated robust gains, with many indices posting double digit returns.

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Searching for Value

October 13, 2017

A number of worries could have derailed the market’s rise during the third quarter. Instead, investors shrugged off mounting tensions with North Korea, a deadly hurricane season and increased political turmoil with minimal concern.

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