With a great deal of uncertainty in the markets, the QV Canadian Large Cap team explores valuation risk, earnings risk and pockets of opportunity in this week’s Insight.
Just Doing the Work
2024-09-18, Diana Chaw
The benefit of analyzing what you own is easy to justify. Applying the same approach to opportunities that are not currently investable is just as important.
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Unhappy In Their Own Way
2024-03-13, Diana Chaw
There is a tendency for investors (and advisors) to favour happy companies and stay far away from the unhappy ones, regardless of valuation in both situations.
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Preparing For Escalating Risks
2023-10-13, Diana Chaw
With conflict in the Middle East and Europe, inflation, and higher interest rates, we’re preparing for more challenging economic times.
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Invest In Capable, Committed And Candid People
2023-07-28, Diana Chaw
Shared experience on the importance of assessing management competence, the impact on corporate performance and its role in the investment process.
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History Can Hinder, But Portfolio Diversification? A Help In Long Term Outcomes
2023-05-12, Diana Chaw
An appreciation for history can inform decision making, but it can also lead one astray. Portfolio diversification provides a buffer against uncertainty.