Will rising interest rates and lower valuations mark a shift in investment opportunities in 2023?
An Investing Mindset
2022-09-23, Steven Kim
Amidst the stream of news and worries, discover some of the fundamental principles governing capital allocation at QV.
MORE >
Anywhere To Hide?
2022-05-13, Steven Kim
With painful inflation levels, rising rates and economic concerns, 2022 has been a hostile environment for most investors, but downside protection prevails.
MORE >
The Essence Of Investment Management
2022-01-14, Steven Kim
Ben Graham said, “The essence of investment management is the management of risks, not the management of returns.” We agree.
MORE >
Resilient Building Blocks
2021-09-24, Steven Kim
There will always be something to worry about. Owning the right companies while managing valuation and balance sheet risks will dictate performance over time.
MORE >
Worrying Top-Down, Investing Bottom-Up
2021-05-28, Steven Kim
Despite the continued economic recovery anticipated in North America this year, ample concerns remain from a top-down perspective.