Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.
Q2 2024 Market Commentary
2024-07-10, Mathew Hermary
The US economy appears to be on firm ground with a soft landing increasingly in sight. However, beneath the surface, cautionary signals continue to emerge.
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Differentiated Thinking, Differentiated Results
2024-06-19, Steven Kim
Long-standing holding Canadian Western Bank announced a definitive agreement to be acquired by National Bank, marking a big win for our small cap clients.
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Getting to the Goal: Selecting Stocks that Enhance Your Portfolio
2024-06-05, Darren Dansereau
Our portfolio enhancement criteria helps us evaluate how adding or removing companies can enhance the quality and performance of our portfolios.
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Fundamentals Matter
2024-05-30, Amir Yazdani
A review of small cap holding Stantec demonstrates how a strong company track record and solid business fundamentals support investment conviction.
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QV Market Insights – May 2024
2024-05-22, Mathew Hermary
Chief Investment Officer Mathew Hermary answers key questions and explores market trends in our latest video update.
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A Postcard from Omaha
2024-05-15, Jared Holaday
QV recently attended Berkshire Hathaway’s Annual Meeting in Omaha. The event began with a tribute to the late Charlie Munger.
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IPPs – An Effective Strategy You Shouldn’t Overlook
2024-05-08, Jesse Brewster
Individual Pension Plans can be a powerful tool for high-earning business owners in Canada.
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Risk Considerations for Equity Investors
2024-05-01, Richard Fortin
What should long-term equity investors do in the face of these late cycle risks? What does history tell us about risk?
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Global Small Cap Strategy – Three Years On
2024-04-24, Derek Nichol
The beginning of the second quarter of 2024 marked the three-year anniversary of QV’s launch of our Global Small Cap strategy.