Portfolios
QV Investors manages Canadian Equity Portfolios - Small, Mid and Large cap, Balanced Portfolios and a Global Equity Portfolio for Institutional Investors. Institutional investors may include pension, insurance, foundation & endowment, and mutual funds.
Investment Teams
Joe Jugovic, Ian Cooke, Darren Dansereau, Leigh Pullen, and Wendy Booker-Urban operate in equity and fixed income teams managing the above portfolios. They are the Investment Committee and assess investment selections and portfolio audits.
Selection Process
In making equity selections, we are fundamental value investors, buying and holding quality, well-managed companies for the long term. To fulfil that objective, we examine a company's management, financial record, business franchise, balance sheet, equity valuation, dividend record, and overall quantitative benefit to the established portfolio.
In making bond selections, we typically invest in higher quality issuers as a complement to our equity portfolios.
Portfolio Risk Management
We concentrate our holdings in building portfolios. In order to manage portfolio risk, we subject all portfolios to a monthly audit to assure our clients and ourselves we adhere to the policies guiding the management of the fund.
Compliance
Beyond the monthly audit, the compliance officer monitors daily transactions to assure consistency with the decisions of the Investment Committee. We govern QV Investors, our personal investments, our trading and our disclosures to clients, by our Compliance Manual.
Reporting & Client Service
We report to Institutional Clients at their stated frequency. At a minimum, we value our pooled funds weekly, report their progress monthly in the "Monthly Update", and prepare a comprehensive report - evaluation, performance, attribution, and compliance quarterly as required. For our Small Cap Mutual Fund Clients we write a weekly letter, the "Weekly Update".