Our portfolio enhancement criteria helps us evaluate how adding or removing companies can enhance the quality and performance of our portfolios.
Canadian Market Expectations are High
2024-01-31, Darren Dansereau
Companies in the TSX Composite Index are reporting earnings for the fourth quarter (Q4) of 2023. If looking only at the strength we have seen in equity markets, it would be easy to assume that everything is on track for a strong finish to the 2023 earnings year. However, analysts have forecasted that Q4 2023 earnings will be down 1.1% from the same period in 2022.
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Investment Criteria: Capital Allocation
2023-04-21, Darren Dansereau
Capital allocation is one of the most important decisions made by management teams. It is an essential consideration as we weigh investment alternatives.
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How A Recession Could Impact Stock Prices Of Canadian Banks
2023-03-10, Darren Dansereau
Canadian banks make up a large part of the S&P/TSX Composite Index. Their performance has a large impact on stock market returns.
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QV’s Values
2022-12-16, Darren Dansereau
Our corporate values are something we take seriously and work hard to embody and implement daily. Learn more about who we are and our corporate culture.
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Weight Management
2021-04-30, Darren Dansereau
An example of how we balance quality and value considerations to determine portfolio weights.