Lessons from the Road

A summary of themes from a recent investor conference attended by the Canadian equity team.

Sifting Through Bias to Find Value

As investors, we must be attuned to nuanced qualitative and quantitative signals in financial markets and the overall economy.

Balance sheet strength provides key insight into how well a company can weather interest rate increases and inflation.

Family-controlled businesses have outperformed the market. Is it worth evaluating how to overcome the risks and potential governance challenges?

Succession planning is key. Learn how QV uses an in-house tool to evaluate changes in company management.

QV has no direct exposure to cryptocurrency, but the FTX bankruptcy presents relevant learnings for investors.