In lieu of macro predictions, our preference is to focus on portfolio preparations using our bottom-up value-based philosophy.
On Corkscrew Thinking
2021-08-13, Diana Chaw
Applying Sir Winston Churchill’s concept of “corkscrew thinkers” – people who were unafraid to think and act differently than others – to investing.
MORE >
When Small Thinks Big: Introducing The QV Global Small Cap Fund
2021-06-25, Derek Nichol
The new strategy provides additional diversification while harnessing the same investment approach employed across all existing mandates.
MORE >
The Perils Of The Unknown Unknowns
2021-06-11, Daniel Morgan
Persistently exploring new ideas while keeping abreast of changes in the economy can increase the odds that we’ll avoid the perils of the unknown unknowns.
MORE >
The Great White Short (Updated)
2021-06-04, Diana Chaw
One year later, we provide an update on investment considerations and the health of Canadian banks.
MORE >
Worrying Top-Down, Investing Bottom-Up
2021-05-28, Steven Kim
Despite the continued economic recovery anticipated in North America this year, ample concerns remain from a top-down perspective.