Although brands are intangible and often difficult to value, their benefits are real and measurable, and can often result in meaningful value creation.
Preparation Over Prediction
2021-08-20, Clement Chiang
In lieu of macro predictions, our preference is to focus on portfolio preparations using our bottom-up value-based philosophy.
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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.
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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.
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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.
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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.