Wendy Booker-Urban
Senior Vice President
BA (Econ), University of Manitoba (1989)
Email:
wbooker@qvinvestors.com
Phone:
403.265.7007 x 230
Member Bio
Ms. Booker-Urban is co-founder of QV Investors. She is the lead manager for Private Client Investment Management. She manages the QV Canadian Income Pooled Fund and is responsible for the administration of QV Investors. She serves as a Director of the Executive Committee. Prior to starting QV in November 1996, Ms. Booker-Urban was a Portfolio Management Assistant at Mawer Investment Management. She held similar positions at Lloyds Bank, London and at Graham Sanders Investment Management, Toronto. She holds a BA Economics from the University of Manitoba and has passed Level 1 of the CFA Program ®.
Member Documents
A Wish List for 2013
January 11th, 2013
In keeping with the spirit of the New Year, and our natural affinity for making resolutions, we offer our own wish list for 2013. Unlike resolutions where we have some control over the outcome, we cannot control these outcomes. It never hurts to hope that our wishes may eventually come ...
At a Standstill
November 2nd, 2012
The US equity markets were at a standstill this week as Hurricane Sandy caused the longest weather related shut down in more than a century. The financial toll is estimated to be in the billions, a cost to be borne by already stretched local and state governments.
Canada - a safe haven?
September 7th, 2012
While debt woes and political uncertainty are common headlines as of late when discussing the state of affairs in Europe and the United States, they are not necessarily common in reference to Canada. However, this was the case over the past few weeks, as ballooning budget deficits, debt warnings and ...
A Sustainable Growth Model
July 13th, 2012
We will be soon entering our fourth year of the low interest rate policies implemented by the world’s central banks in 2008. In an attempt to ward off the deflationary effects of the collapse of the US housing bubble, and with it the near collapse of the global financial system, ...
Austerity? Pas pour nous!
May 11th, 2012
With the election on Sunday of Socialist Party leader François Hollande as France’s new President, the French populace quickly changed the tone of the markets, and the direction of European fiscal policies.
Balancing Yield and Risk
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 ...
A panacea or desperation?
September 23rd, 2011
On Monday, former US Central Bank Governor, Paul Volker, wrote a short opinion piece in the NY Times. The central theme of the article was a warning to policy-makers on the dangers of a little inflation. “My point is not that we are on the edge today of serious inflation…but ...
Consequences of a Slowing World
June 10th, 2011
“Austerity” is defined in the Oxford English Dictionary as a state of severe simplicity. In the world of economics, the word is used to describe a policy of deficit-cutting and lower spending. No matter how you frame it, defining government policy with a word like “austere” or “severe” does not ...
A change in tone...
April 23rd, 2010
The main tool for Central Banks to effect changes in monetary policy is by changing the target for the overnight rate. This is the rate at which banks borrow and lend funds among themselves. Lending and deposit rates are then set at ...
Monthly Update - April 2009
May 8th, 2009
It has been quite the ride for bond investors over the past two years. After enduring the scepticism of many during the equity bull market, bond investing has become the flavour again. Whether from weary investors tired of the volatility in the ...
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 ...
Update on RBC Dexia
September 30th, 2008
To our Valued Clients,
Market volatility and uncertainty over the state of global financial institutions has resulted in many people questioning the solvency of their own financial institutions which hold their assets. As most of you know, RBC Dexia provides custodial, record keeping ...
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.
Monthly Update - January 2008
February 5th, 2008
We present this month's strategy review in a Question and Answer format. We address key questions from our clients on the financial markets and on our investment strategy.
Monthly Update - October 2007
November 5th, 2007
This month's letter is designed to address some of the concerns by our clients regarding the negative rates of returns achieved to date in the Global Equity Fund.
Monthly Update - August 2007
September 7th, 2007
August will be seen as a pivotal month in examining investor psychology and how quickly a change can affect the direction of the equity markets. Our frequent ruminations about the speculation in the equity markets and the riskier environment this presents to ...