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Q2 2025 Market Letter

2025-07-09, Mathew Hermary

Trade war uncertainty sent global stock markets on a wild ride in Q2, approaching bear market territory before the S&P 500 staged the sharpest recovery on record.

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Q4 2024 Market Commentary

2025-01-08, Mathew Hermary

The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.

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QV Market Insights – Q2 2024

2024-07-18, Mathew Hermary

Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.

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Q2 2024 Market Commentary

2024-07-10, Mathew Hermary

The US economy appears to be on firm ground with a soft landing increasingly in sight. However, beneath the surface, cautionary signals continue to emerge.

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QV Market Insights – May 2024

2024-05-22, Mathew Hermary

Chief Investment Officer Mathew Hermary answers key questions and explores market trends in our latest video update.

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What Comes Around

2016-03-18, Mathew Hermary

Although there have been periods of similar underperformance in the past, value investing has historically been a superior way to generate long term returns.

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