Quality Compounders, Defensive Stalwarts, Cyclicals and Value Plays are business models that each play a specific role as risks evolve across market cycles.
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.
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Q4 2025 Market Letter
2026-01-12, Mathew Hermary
In 2025, market dominance moved beyond the US, while Canadian and international equities outperformed, led by financials, industrials and materials.
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A Perspective on Performance (and a Musical Dream Foregone)
2025-12-05, Joe Jugovic
From a commodity collapse to the internet bubble, Joe’s stories from over 25 years in the business feel especially relevant in today’s environment.
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2025 Responsible Investing Update
2025-11-19, Richard Fortin
Learn how QV’s integrated responsible investing process is enhancing perspectives and investment decision-making.
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2025 Client Reception Video
2025-10-29, Mathew Hermary
Mathew Hermary provides an in-depth look at today’s most discussed topics, from fiscal policy and tariffs to the developing role of AI in the global economy.