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A Legacy Of Wisdom

2023-12-15, Joe Jugovic

Over the years, Charlie Munger’s punchy, honest and wise viewpoints came to be known as Mungerisms. In tribute, we’ve commented on a few of our favourites.

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Quality And Value – Why Both Matter

2023-10-20, Joe Jugovic

How quality and value based investing seeks a balance between long-term growth and managing the risk of capital loss.

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The Jigsaw Puzzle Of Investing

2023-06-16, Joe Jugovic

How margins of safety increase conviction even when we don’t have all the pieces of the puzzle.

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Rosy Market Expectations

2023-03-31, Joe Jugovic

Confidence in the Fed is high, but we focus on portfolio risk management just in case things aren’t as rosy as the market expects.

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Q4 2021 Commentary

2022-01-07, Joe Jugovic

The QV equity strategies produced excellent results in the year; not only on an absolute basis, but also outperforming their respective benchmarks.

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Q2 2021 Commentary

2021-07-09, Joe Jugovic

Over a year has passed since the bottom of the pandemic-induced global bear market. Financial markets continued to focus on the light at the end of the tunnel.

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