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

Comfortably Invested

August 11, 2017

Stock market volatility has been exceptionally low, and by some measures, at record levels. Maybe the dog days of summer have resulted in a lethargic investor base focused on holiday time, rather than worrying about the markets?

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Investing in an Aging Bull Market

July 07, 2017

It has been eight years since the bottom of the last major bear market and economic recession. This marks the second longest bull market in Wall Street history, as well as the third longest economic expansion over that timeframe.

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