A Recipe For Disaster

QV has no direct exposure to cryptocurrency, but the FTX bankruptcy presents relevant learnings for investors.

Do Not Fear the Fear Index

Market gyrations create opportunities for investors willing to focus on the long game rather than retreating in the face of fear.

Having a proven strategy is key. Having conviction to stick to the plan amidst outside noise takes discipline.

Selectively considering quality countercyclical opportunities, is a sensible approach to capital allocation within a broadly diversified strategy.

The probability of recession is high. For companies and portfolios, what does it mean to be positioned defensively?

It was a turbulent quarter for assets as aggressive monetary tightening rippled through markets. Risk-off became a persistent theme into quarter end.