Investment Associate

CFA, CFA Institute
BComm, University of Alberta

Years Investment Experience:

403.265.7007 x 238

Rachael Vespi's documents

Member Bio

Rachael joined QV Investors in March, 2016. Rachael supports the Investment Committee in areas including research, trading and client reporting. She holds a Bachelor of Commerce from the University of Alberta. She is a CFA® charterholder and is a member of the Calgary CFA Society. Prior to starting at QV, Rachael worked as an Investment Analyst for an Edmonton-based firm.

Member Documents

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.

Read More

Trending Now

March 09, 2018

Most public companies hold their annual shareholder meetings in the spring. It’s an important opportunity for shareholders to exercise their voting rights and participate in the corporate governance process.

Read More