Daniel Morgan
Research Associate
Professional Certifications
CFA® charterholder
Investment Experience
seven Years
Joined QV Date
2021
Education
BComm, University of Calgary
“Investing rewards those who are willing to be patient or those who can think differently. Successfully doing both is not easy, though history shows it is worthwhile.”
BIOGRAPHY
Daniel analyzes investment opportunities and monitors existing holdings for the Canadian large cap strategy.
He relishes the challenge of applying knowledge creatively to find attractive opportunities. He is motivated by an understanding of the trust clients place in the QV team to manage their wealth toward meeting their financial goals.
Daniel began his career as a sell-side research associate at a boutique investment bank. Subsequently, he worked as a research analyst at a Calgary-based investment management firm.
Outside of work, Daniel enjoys traveling, playing squash, road cycling, and reading.
Daniel is a QV shareholder.
INSIGHTS BY Daniel Morgan
‘Sticking Around’ with CCL Industries
Despite slower-than-expected growth over the past five years, CCL Industries demonstrates strong business fundamentals and tangible opportunities for growth.
Industry Evolution Paves Attractive Path for Circle K
Exploring the evolving market for fuel and food at convenience stores, and the implications for investors.
Flipping The Board Around
How to strengthen your conviction in investment decision-making by seeking alternate perspectives.