Commentaries

Weekly Updates

Every Friday, QV Investors distributes a market commentary that outlines various market events that happened throughout the week along with any market issues and/or changes affecting the Candadian Small Cap Fund.

Recent Updates

Ian Cooke
Portfolio Manager
CFA, CFA Insitute (2004);
BComm, University of Calgary (2001)

Top Ten Update

November 7th, 2008

The credit crisis has clearly evolved into a crisis of confidence. This is impacting the economy in a very real way as business and consumer spending has ground to a halt. This environment is stress testing business models to an extent we ...

Joe Jugovic
VP, Investments & Portfolio Manager
CFA, CFA Institute (2001);
BA (Econ), University of Calgary (1994)

Just Your Average Joe

October 31st, 2008

Here we are, Halloween, one of my favourite times of the year. Ahhh, the tootsie rolls and the little munchkins dressed up as spooky ghosts and goblins is just the diversion most of us need right now. To top it off, the ...

Ian Cooke
Portfolio Manager
CFA, CFA Insitute (2004);
BComm, University of Calgary (2001)

How Things Change

October 24th, 2008

Over the past year there have been extreme changes on so many fronts. In November of last year the front cover of India's national newspaper displayed a cartoon of an indestructible sacred cow in a superman costume celebrating the new found wealth ...

See all Weekly Updates Archive

Monthly Updates

On non-quarter-end months, QV Investors distributes a broad market commentary that discusses major market themes along with outlining the monthly peformance of all QV Investors pooled funds.

Recent Updates

Wendy Booker-Urban
Vice-President, Private Clients & Research Analyst
BA (Econ), University of Manitoba (1989)

Monthly Update - October 2008

November 5th, 2008

For equity investors, the months of September and October seemed like an eternity. Losses, year-to-date, were worse than even the "bears," like ourselves, predicted. One must now go back to the early 1970's and, even worse, the 1930's, to compare with other ...

Wendy Booker-Urban
Vice-President, Private Clients & Research Analyst
BA (Econ), University of Manitoba (1989)

Monthly Update - August 2008

September 5th, 2008

If you glance at QV's Pooled Fund returns, at the bottom of the next page, you will see the month of August shows a positive glow. Briefly, we were happy.

Leigh Pullen
President & Chief Investment Officer
CFA, CFA Institute (1975)

Monthly Update - July 2008

August 11th, 2008

Autumn has come early, frosty and fast to commodity prices. In the first half of the year, with the exception of March, every month of '08 had seen higher prices set by the Commodity Research Bureau's Index. Metals, oil, natural gas, minerals, ...

See all Monthly Updates Archive

Quarterly Reports

Every quarter-end, QV Investors compiles an update that includes a general market essay along with individual pooled fund updates. This commentary package is also included within our private clients' Portfolio Performance Reports.

Recent Updates

Taking Stock - Q3 2008

September 30th, 2008

Taking Stock - Q2 2008

June 30th, 2008

Over the past year, international equity markets recorded split results. Those stock markets with significant mineral and energy components - Brazil, Russia, South Africa, and Canada, rose. Those without minerals fell. Energy and mineral or hard asset companies now dominate the S&P/TSX ...

Taking Stock - Q1 2008

March 31st, 2008

All right, who didn't read the small print? It would appear the answer
is just about everyone. The real answer is policy makers did not care.
At the end of the quarter, Washington finally announced the overhaul
of the rules governing its ...

See all Quarterly Updates Archive