A discussion of speculation and unrestrained enthusiasm for high growth in today’s equity markets.
2021 Outlook – Change Is In The Air
2021-01-08, Joe Jugovic
While stocks proved to be a roller-coaster ride in 2020, bonds fulfilled their typical defensive role, and then some.
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Moral Hazard 2.0
2020-12-04, Clement Chiang
Our objective is to build lasting value for our clients over time regardless of the moral hazards in vogue today.
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Exponential Wealth
2020-10-16, Vanessa McNabb
Having the means to save and contribute even a small amount consistently each year makes the concept of compounding even more compelling.
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A Holistic View Of Risk
2020-09-11, Jason Reed
We examine each client’s individual circumstances in the framework of both risk capacity and risk appetite.
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Franchise Strength
2020-08-28, Darren Dansereau
When investing in consumer-oriented businesses, our personal experiences with the products and services inevitably come into play.
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Thoughts On Investing Amid Uncertainty
2020-08-21, Clement Chiang
The unprecedented nature of the pandemic led to one of the most rapid stock market declines in history quickly followed by one of the swiftest market rebounds.
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Controlling The “Controllables”
2020-07-10, Derek Nichol
How QV and its portfolio companies focused on what they could control in the wake of the pandemic.
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Q2/2020 Commentary
2020-07-03, Joe Jugovic
Despite the once-in-a-century pandemic, stock markets posted significant gains this quarter, with some reaching near-record highs.
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Expectations
2020-06-19, Vanessa McNabb
To reflect on our relative year-to-date performance, we must recognize the nuances of this downturn and the drivers that have fueled the subsequent rebound.