COMMENTARIES

QV Updates

Every Friday, QV distributes a market commentary written by a member of our investment committee covering different investment themes or events that may affect our clients’ portfolios. Please click Here to sign up to receive our weekly commentaries.

Recent Updates

 

The Past Isn’t What It Used to Be

March 22, 2019

At a recent client meeting, a question was posed: “Does book value remain a useful metric for evaluating QV Global Equity Strategy holding Berkshire Hathaway?” It’s a good question that reveals a broader theme.

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Not All Headwinds are Bad

March 15, 2019

Following a tough year for global equities in 2018, rebounding stock markets seem to be shrugging off prior concerns. Strong year to date equity returns in Canada have been in-line or better than international benchmarks, despite negative sentiment related to investing in Canada and the energy complex.

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Rewards = Results

March 08, 2019

They say what gets measured gets done. In the case of executive compensation, the saying may aptly be modified to what gets rewarded gets done.

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