The probability of recession is high. For companies and portfolios, what does it mean to be positioned defensively?
Q3 2022 Commentary
2022-10-07, Mathew Hermary
It was a turbulent quarter for assets as aggressive monetary tightening rippled through markets. Risk-off became a persistent theme into quarter end.
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Demystifying Bonds
2022-09-27, Jason Reed
Bonds are usually the safer part of investor portfolios, but they are often misunderstood. So how do bonds work? In this article we attempt to demystify bonds.
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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.
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Evolution Of Patterns And Process
2022-08-19, Amit Shah
In our commitment to continuous learning, After-Action Reviews aim to spot new patterns to improve performance.