Commentaries
QV Updates
Every Friday, QV distributes a market commentary that outlines various market events
that happened throughout the week along with any market issues and/or changes that may
affect QV's funds. At the beginning of the month, the update will consist of a broad
market commentary that discusses major market themes along with outlining the monthly
performance of QV's pooled funds.
Recent Updates
Joe Jugovic
President
CFA (2001), CFA Institute;
BA (Econ), University of Calgary (1994)
February 3rd, 2012
It’s hard to believe we are already through the first month of 2012. We’ve seen all kinds of forecasts and predictions for the year ahead, but few as bold as renowned best-selling author Harry Dent Jr. Dent predicts the Dow will trade as high as 13,200 by mid-summer and the ...
Ian Cooke
Vice-President & Portfolio Manager
CFA (2004), CFA Institute;
BComm, University of Calgary (2001)
January 27th, 2012
We had some good news in the Small Cap Fund earlier this week. US based Semtech Corporation entered into a definitive agreement to buy Fund holding Gennum for $13.55 per share, a 120% premium to its recent trading price. This is one of the largest premiums offered in a Canadian ...
Wendy Booker-Urban
Vice-President, Client Services
BA (Econ), University of Manitoba (1989)
January 20th, 2012
Another week, another round of bad news headlines: “France loses their coveted AAA rating after a downgrade by Standard and Poor’s.” “Greek default is inevitable after negotiations with lenders breakdown.” “Euro Woes to temper growth: Bank of Canada.” All the more reason to hold 10-year Canadian government bonds priced to ...
See all QV Updates Archive
Quarterly Taking Stock
Every quarter-end, QV 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
See all Quarterly Updates Archive
