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

Q3/2018 Commentary

October 12, 2018

The majority of global equity and bond markets struggled in the quarter. The U.S. market bucked the trend, surging by over 7%, posting its largest quarterly gain in nearly five years.

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Risk taking, past cycles ... and a silver lining

July 06, 2018

We are now in the tenth year of one of the longest bull markets of the past century and investors are feeling pretty good. And why shoudn’t they?

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