QV in the News

Darren Dansereau
Portfolio Manager
CFA, CFA Insitute (2001);
BComm, University of Alberta (1996)

The Dow: Three reasons why it may be time to buy
By Fabrice Taylor, The Globe & Mail, July 25, 2008

July 25th, 2008

How does Dow Jones Two Million sound to you? Far-fetched? Really? Let's see. During the 20th century, the index of the biggest and most widely held U.S. companies compunded at an average annual rate of a little more than 5 per cent. ...

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

Credit Crisis: Smells like Norway in 1990
By Derek DeCloet, The Globe & Mail, July 17, 2008

July 17th, 2008

Here, in one number, is why the U.S. banking crisis has morphed into a wider economic malaise: 16 per cent. That's roughly the real cost of getting a mortgage in the United States right now. No, it's not a ...

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

WestJet is on the horns of a dilemma
By Derek DeCloet, The Globe & Mail, July 11, 2008

July 11th, 2008

The chute opened and seconds later a cowboy named Tyler Pankewitz was tossed to the ground and stomped on by a bull. Paramedics ran in, carrying a yellow stretcher, while thousands of spectators - those who hadn't been driven away by the ...

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

Market mayhem? No problem
By Angela Barnes, The Globe & Mail, March 24, 2008

March 24th, 2008

For fund manager Joe Jugovic, 'this is the kind of opportunity you are looking for'

Where others see market mayhem, small-cap manager Joe Jugovic sees opportunities.

"I think the opportunity here is buying what are the high-quality names when they are on ...

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

Dow Jones Newswires

March 18th, 2008

"But (Iamgold) trades a little bit over book value, generates positive cash flow, pays a dividend, doesn't have debt on the balance sheet and trades at a big discount, in terms of net asset value versus the peer group," said QV Investor ...

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

Psst: A fund that practices ethical investing can still make money
Investors Digest, August 17, 2007

August 17th, 2007

Mention socially responsible investing and tree huggers often come to mind. But the linkage is inaccurate, says Joe Jugovic, who runs a small-cap portfolio for the Ethical Funds Co. of Vancouver. Indeed, for Mr. Jugovic, a good company above all is one ...

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

Small-cap ethical fund targets high profitability, lower risk
Investment Executive, Mid-January 2007

January 15th, 2007

Joe Jugovic, the 33-year-old co-manager of Ethical Special Equity Fund, recalls the anxiety he felt about two months ago, when he stepped into the market and bought a handful of income trusts that had lost an average of 30% in four days. ...