Quality Compounders, Defensive Stalwarts, Cyclicals and Value Plays are business models that each play a specific role as risks evolve across market cycles.
2025 Responsible Investing Update
2025-11-19, Richard Fortin
Learn how QV’s integrated responsible investing process is enhancing perspectives and investment decision-making.
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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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Politics & Long-term U.S. Equity Returns
2024-11-06, Richard Fortin
While election results often produce increased market volatility, fundamental drivers are superior determinants of equity returns in the long run.
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Risk Considerations for Equity Investors
2024-05-01, Richard Fortin
What should long-term equity investors do in the face of these late cycle risks? What does history tell us about risk?
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Energy Transition and Capital Discipline
2023-09-08, Richard Fortin
Capital discipline is the new reality for oil and gas producers. Explore the central themes in play, their impacts and the opportunity for investors.