Richard Fortin
Portfolio Manager, US & Global Equities
Professional Certifications
CFA® charterholder
Investment Experience
twenty-nine Years
Joined QV Date
2019
Education
BComm, University of Ottawa
“Investment success is delivering on our commitments to our clients.”
BIOGRAPHY
Richard oversees QV’s investment process and makes portfolio decisions for QV’s US & global strategies.
He enjoys the dynamic nature of financial markets and the continuous learning that is inherent in his role. He finds his work rewarding when clients achieve their financial goals as a result the team’s efforts.
Before joining QV in 2019, Richard was an analyst and portfolio manager at a Calgary-based investment management firm for over 10 years. He also worked in the United States as a portfolio manager for 4 years, covering both US and Canadian equities.
Outside of work, Richard enjoys spending time with his family, travelling and playing golf and hockey.
Richard is a QV shareholder.
INSIGHTS BY Richard Fortin
Risk Considerations for Equity Investors
What should long-term equity investors do in the face of these late cycle risks? What does history tell us about risk?
Energy Transition and Capital Discipline
Capital discipline is the new reality for oil and gas producers. Explore the central themes in play, their impacts and the opportunity for investors.
A Deep Dive Into Duration Risk
Higher interest rates have put downward pressure on equity valuations. Learn more about duration considerations for equity investors.