A review of small cap holding Stantec demonstrates how a strong company track record and solid business fundamentals support investment conviction.
QV Market Insights – May 2024
2024-05-22, Mathew Hermary
Chief Investment Officer Mathew Hermary answers key questions and explores market trends in our latest video update.
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A Postcard from Omaha
2024-05-15, Jared Holaday
QV recently attended Berkshire Hathaway’s Annual Meeting in Omaha. The event began with a tribute to the late Charlie Munger.
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Risk Considerations for Equity Investors
2024-05-01, Richard Fortin
What should long-term equity investors do in the face of these late cycle risks? What does history tell us about risk?
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Global Small Cap Strategy – Three Years On
2024-04-24, Derek Nichol
The beginning of the second quarter of 2024 marked the three-year anniversary of QV’s launch of our Global Small Cap strategy.
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What are Credit Premiums Telling Us?
2024-03-27, Gennice Spanier
Investors have seen credit premiums contract in the North American corporate credit market, dipping below the long-term median & edging toward historical lows.