Individual stock volatility has reached levels rarely seen since the dot-com era, allowing us to own high-quality businesses at increasingly reasonable prices.
Q2 2026 Market Letter
2026-07-09, Mathew Hermary
Global equities surged in Q2, supported by massive AI infrastructure spending. QV is finding opportunities in quality businesses beyond the current narrative.
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From Super Bowls to Stock Picks:
2026-06-24, Diana Chaw
We’re not in the business of predicting the future. Instead, we diversify based on a balance of probabilities, which doesn’t require a crystal ball.
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Q1 2026 Market Letter
2026-04-10, Clement Chiang
Attacks on Iran have sent ripples through financial markets. The loss of life has been tragic, while it remains unclear how the conflict will be resolved.
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All-Weather Investing
2026-03-12, Richard Fortin
Quality Compounders, Defensive Stalwarts, Cyclicals and Value Plays are business models that each play a specific role as risks evolve across market cycles.
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You Got to Know When to Hold ‘Em
2026-02-11, Derek Nichol
In the face of rising valuations, we must ask ourselves what is driving performance when determining whether to hold, add or move on.