A summary of themes from a recent investor conference attended by the Canadian equity team.
Sifting Through Bias to Find Value
2024-03-06, Amit Shah
As investors, we must be attuned to nuanced qualitative and quantitative signals in financial markets and the overall economy.
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A Margin Of Safety On Balance Sheets
2023-11-03, Amit Shah
Balance sheet strength provides key insight into how well a company can weather interest rate increases and inflation.
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Family Affairs
2023-07-21, Amit Shah
Family-controlled businesses have outperformed the market. Is it worth evaluating how to overcome the risks and potential governance challenges?
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Navigating Management Succession
2023-03-24, Amit Shah
Succession planning is key. Learn how QV uses an in-house tool to evaluate changes in company management.
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A Recipe For Disaster
2022-11-25, Amit Shah
QV has no direct exposure to cryptocurrency, but the FTX bankruptcy presents relevant learnings for investors.