Derek Nichol
Portfolio Manager, Equities
Professional Certifications
CFA® charterholder
Investment Experience
eight Years
Joined QV Date
2018
Education
BComm, Queen’s University
“Sticking to a well-defined, repeatable process that emphasizes margin of safety and an understanding of risks allows us to successfully invest our clients’ assets.”
BIOGRAPHY
Derek oversees QV’s investment process and makes portfolio decisions for the global small cap strategy. He also contributes to the Canadian small cap strategy.
Using his natural curiosity to his advantage, Derek enjoys analyzing investments to help clients reach their financial goals.
Before joining QV in late 2018, Derek worked as a research associate at a Calgary-based investment management firm.
Derek is a sports fanatic and likes to play golf and baseball in his spare time.
Derek is a QV shareholder.
INSIGHTS BY Derek Nichol
Global Small Cap Strategy – Three Years On
The beginning of the second quarter of 2024 marked the three-year anniversary of QV’s launch of our Global Small Cap strategy.
Think Small
While small cap stocks have traded at a premium relative to large cap stocks for most of the last two decades, the last three years have bucked this trend.
Putting Luck On Our Side
An update on QVs Global Small Cap Fund performance and a case study on how disciplined investing may reward you with welcome surprises.