Market volatility can be dizzying, but for long-term investors with a little financial discipline, there are plenty of opportunities.
Q1 2025 Market Letter
2025-04-09, Clement Chiang
Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.
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Uncovering Quality & Value – QV’s Seven Tests
2025-03-19, Steven Kim
VP & Portfolio Manager Steven Kim details our Seven Tests framework, which is grounded in fundamental analysis and guides our investment process.
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Land of Confusion
2025-03-05, Richard Fortin
As economic and geopolitical chaos dominate much of the narrative, refuge can be found in traditionally resilient, but recently overlooked, sectors.
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Investing a Lump Sum with Confidence
2025-02-26, Jason Reed
While receiving a cash inflow should be a cause for celebration, it can also be stressful, as it comes with a decision: how should you use it?
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A Small Cap Perspective on “American Exceptionalism”
2025-02-05, Derek Nichol
Given the apparent strength of the U.S. economy and stock market, you might wonder why our Global Small Cap Strategy only holds a ~13% weight in U.S. equities?