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

Family Matters

September 14, 2018

Some of Canada’s most powerful companies are family controlled businesses that evolved over decades from tiny operations into national empires.

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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.

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