Joe Jugovic
Advising Partner
Professional Certifications
CFA® charterholder
Investment Experience
twenty-seven Years
Joined QV Date
2000
Education
BA (Econ), University of Calgary
“Investment success is not achieved through excessive risk. Dice rolling should be left for Vegas.”
BIOGRAPHY
Joe fulfills an important mentorship role in the ongoing development of QV’s investment team. He is also an active member of the Investment Committee.
Joe joined QV in 2000 and was appointed Portfolio Manager of the Canadian small cap strategy shortly thereafter. He later became Portfolio Manager for the global equity strategy while taking on additional responsibility within the firm. Joe served as Chief Executive Officer and Chief Investment Officer of QV for ten years before assuming his current role of Advising Partner.
Joe is a passionate fly fisherman, aquarium enthusiast, and father. Over the years he has volunteered on behalf of local charitable organizations and is proud to support the community he was born and raised in.
Joe is a QV shareholder.
INSIGHTS BY Joe Jugovic
Market Cracks & Continued Opportunities
Amidst the volatility, Joe Jugovic is focused on opportunities as he highlights the recent takeout activity within our Canadian small cap strategy.
A Legacy Of Wisdom
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.
Quality And Value - Why Both Matter
How quality and value based investing seeks a balance between long-term growth and managing the risk of capital loss.