TEAM PROFILES


JOE JUGOVIC

President, CIO & CEO

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

Years Investment Experience:
22

Phone:
403-265-7007 x 228

Blog:
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

Q1/2019 Commentary

April 05, 2019

What a difference a few months makes. Following an extremely volatile end to 2018, with global stock markets plunging, all major equity markets advanced in the first quarter of the year.

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Q4/2018 Commentary

January 04, 2019

Global stock markets plunged in the final quarter of the year, resulting in double digit annual losses for equity investors worldwide. Less than 12 short months ago, the consensus view was that a synchronized global economic expansion was finally taking hold, one that would propel stocks significantly throughout the year.

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