QV has no direct exposure to cryptocurrency, but the FTX bankruptcy presents relevant learnings for investors.
Sticking To The Plan
2022-11-04, Derek Nichol
Having a proven strategy is key. Having conviction to stick to the plan amidst outside noise takes discipline.
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Countercyclical Investing Considerations
2022-10-28, Richard Fortin
Selectively considering quality countercyclical opportunities, is a sensible approach to capital allocation within a broadly diversified strategy.
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On Resilience
2022-10-21, Diana Chaw
The probability of recession is high. For companies and portfolios, what does it mean to be positioned defensively?
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An Investing Mindset
2022-09-23, Steven Kim
Amidst the stream of news and worries, discover some of the fundamental principles governing capital allocation at QV.
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An Exercise In Failure
2022-08-26, Derek Nichol
Adhering to the process means swinging at the best pitches that are in the optimal part of our investing strike zone.