Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.
Uncovering Quality & Value – QV’s Seven Tests
2025-03-19, Steven Kim
VP & Portfolio Manager Steven Kim details our Seven Tests framework, which is grounded in fundamental analysis and guides our investment process.
MORE >
Land of Confusion
2025-03-05, Richard Fortin
As economic and geopolitical chaos dominate much of the narrative, refuge can be found in traditionally resilient, but recently overlooked, sectors.
MORE >
A Small Cap Perspective on “American Exceptionalism”
2025-02-05, Derek Nichol
Given the apparent strength of the U.S. economy and stock market, you might wonder why our Global Small Cap Strategy only holds a ~13% weight in U.S. equities?
MORE >
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.
MORE >
Going Bananas!
2024-12-10, Joe Jugovic
The U.S. has posted returns of nearly 30% so far this year on the back of one of the most highly concentrated and highly valued stock markets in history.