The case for bottom-up investment analysis is further strengthened when uncertainties about an industry or the wider market are introduced.
Impacts Of Emotional Time Travel
2023-02-24, Vanessa McNabb
The concept of emotional time travel is important for investment strategy because we tend to be our own worst enemy when trying to predict the future.
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Time Horizon As A Competitive Advantage
2023-02-03, Derek Nichol
When they meet our criteria, we are willing to own investments for an ‘indefinite period’. Learn how QV capitalizes on a longer-term mindset.
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The Futility Of Forecasting
2023-01-27, Diana Chaw
We can’t predict the future. Instead, we aim to create portfolios that are positioned for a range of market outcomes.
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Resilient Growth: The Case For Owning Quality Compounders
2023-01-20, Richard Fortin
Quality compounders are businesses that produce steady earnings growth across economic cycles while generating relatively high returns on invested capital.
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2023 And The Rise Of Investment Opportunities
2023-01-13, Steven Kim
Will rising interest rates and lower valuations mark a shift in investment opportunities in 2023?