Exploring the evolving market for fuel and food at convenience stores, and the implications for investors.
Q4 2023 Market Commentary
2024-01-10, Mathew Hermary
While economic and market risks are evident, CIO Mathew Hermary highlights an attractive environment for risk-conscious value investors.
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2023 Pooled Fund Realized Distribution Guidance
2023-12-15, Vanessa McNabb
As we prepare for the new year, tax planning is top of mind. We have outlined important dates and information to help guide you through tax season.
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A Legacy Of Wisdom
2023-12-15, Joe Jugovic
Over the years, Charlie Munger’s punchy, honest and wise viewpoints came to be known as Mungerisms. In tribute, we’ve commented on a few of our favourites.
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Competitive Advantages Within Canadian Small Cap
2023-12-08, Amir Yazdani
Competitive advantages are often easily identifiable in large global corporations but can be less obvious to recognize in smaller companies.
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2023 ESG Update
2023-12-07, Rachael Lees
Learn how QV’s integrated ESG process is enhancing perspectives and investment decision-making.
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Are Canada’s Public Pension Programs Sustainable?
2023-11-28, Jason Reed
Cynical views about the integrity of Canada’s public pension system are largely unjustified, but Canadian public pensions aren’t ironclad guarantees either.
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Understanding Opportunities Within The Bank Capital Structure
2023-11-24, Gennice Spanier
Understanding the capital structure of Canadian Banks provides strategic insight for long-term investors in periods of market uncertainty.
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Client Reception
2023-11-17, Mathew Hermary
Watch the video of our Market Update delivered by QV CIO Mathew Hermary at our November 2023 client reception. A written summary is also available.
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A Margin Of Safety On Balance Sheets
2023-11-03, Amit Shah
Balance sheet strength provides key insight into how well a company can weather interest rate increases and inflation.