HISTORY AND RECOGNITION

2019

 
 
  • Diana Chaw appointed Associate Portfolio Manager
  • Dana Zhao joined the firm as a Portfolio Administrator
  • Wendy Booker-Urban retired on June 30, 2019
 

2018

 
 
  • Clement Chiang appointed Portfolio Manager, Fixed Income
  • Maria Shaw retired on March 15, 2018
  • Mathew Hermary appointed Portfolio Manager, Global Equities
  • Katy Murdoch joined the firm as an Associate Investment Counsellor
  • Transition of Chief Compliance Officer role from Wendy Booker-Urban to Andy Mark
  • Derek Nichol joined the firm as a Research Associate
 

2017

 
 
  • Diana Chaw joined the firm as a Research Associate
  • Ram Zilka joined the firm as a Research Associate
  • Zevida Wong joined the firm as an Office Administrator
  • Andy Mark joined the firm as Controller & Compliance Officer
  • Kim Yardley resigned from the firm in July 2017. Transition of Chief Compliance Officer role was completed to Wendy Booker-Urban, with the intent of Andy Mark assuming the Chief Compliance Officer position once he is able to obtain the appropriate registration requirements
 

2016

 
 
  • Steven Kim appointed Associate Portfolio Manager
  • Rachael Vespi joined the firm as a Research Associate
  • Glediana Kuburi joined the firm as an Administrative Assistant
  • Mathew Hermary appointed Associate Portfolio Manager
 

2015

 
 
  • Ryan Watson appointed Associate Portfolio Manager
  • Jason Reed joined the firm as an Investment Associate
  • As of July 01, 2015 QV caps the Canadian Large Cap Fund to new institutional business
 

2014

 
 
  • $10 Billion in Assets under Management
  • Ian Cooke appointed to Head of Canadian Equities
  • Clement Chiang appointed Associate Portfolio Manager – Fixed Income
  • Gemma Barker joins QV as a Portfolio Administrator
 

2013

 
 
  • Mathew Hermary joins QV as a Research Associate
  • Joe Jugovic appointed Chief Investment Officer
  • Jen Breneol joined the firm as a Portfolio Administrator
  • Wendy Booker-Urban appointed Chief Operating Officer
  • Leigh Pullen retired on December 29, 2013
 

2012

 
 
  • $5 Billion in Assets Under Management
  • Steven Kim joins QV as a Research Associate
  • Joe Jugovic appointed to CEO and Wendy Booker-Urban to Senior Vice-President of the firm
  • Darren Dansereau and Ian Cooke appointed to Directors
  • Transition of Chief Compliance Officer role from Leigh Pullen to Kim Yardley
 

2011

 
 
  • QV wins Best Canadian Balanced Pooled Fund at the Canadian Investment Awards Gala, sponsored by Morningstar Canada
  • QV Investors introduces the Canadian Bond Fund
  • Clement Chiang joins QV as a Research Associate
  • Cheryl Liu joins QV as an Administrative Assistant
 

2010

 
 
  • QV wins Best Canadian Balanced Pooled Fund at the Canadian Investment Awards Gala, sponsored by Morningstar Canada
  • Joe Jugovic becomes President and Leigh Pullen takes on the role of Chairman & CIO
  • Darren Dansereau and Ian Cooke each become Vice President, joining Joe Jugovic, Leigh Pullen and Wendy Booker-Urban on the executive committee
  • Ryan Watson joins QV as a Research Associate
 

2009

 
 
  • QV's Canadian Small Cap Pooled Fund wins Silver at the Canadian Investment Awards Gala, sponsored by Morningstar Canada
  • QV's Canadian Balanced Pooled Fund wins Bronze at the Canadian Investment Awards Gala, sponsored by Morningstar Canada
 

2008

 
 
  • QV's Canadian Small Cap Pooled Fund finishes within the top three for the 1 year, 3 year and 5 year periods in the API Canadian Small Cap Universe for the API Asset Performance Money Manager Awards
  • QV's Global Equity Pooled Fund wins best for the 1 year period in the API Global Equities Universe for the API Asset Performance Money Manager Awards
  • QV's Canadian Equity Pooled Fund wins best for the 1 year period in the API Canadian Equities Universe for the API Asset Performance Money Manager Awards
  • QV wins best over 1 year for the sub-management of a Canadian Focused Small/Mid Cap Equity Fund for the 2009 Lipper Fund Awards, sponsored by Thomson Reuters
  • QV's Canadian Balanced Pooled Fund wins bronze at the Canadian Investment Awards Gala, sponsored by Morningstar
  • QV's Canadian Small Cap Pooled Fund wins silver at the Canadian Investment Awards Gala, sponsored by Morningstar
  • QV wins bronze for the sub-management of two Small Cap Canadian Equity mutual funds at the Canadian Investment Awards Gala, sponsored by Morningstar
  • Mark Dyki joins QV as a Research Associate
  • Rada Dyki joins QV as a Portfolio Administrator
 

2007

 
 
  • QV Investors introduces the Canadian Equity and Global Equity Funds
  • Gordon Singer retires as Chairman and CFO
  • Kim Yardley joins QV as the Financial Administrator
  • QVGD Investors Inc. changes its name to QV Investors Inc., simpler name, same investment principles
  • QV moves to new premises at Livingston Place
  • QV Wins Top Canadian Small Cap Equity Manager Award at the Canadian Investment Awards Gala, sponsored by Morningstar
 

2006

 
 
  • Darren Dansereau and Ian Cooke join as Research Analysts
  • QVGD introduces advanced client reporting
  • QV Wins Top Canadian Small Cap Equity Manager Award at the Canadian Investment Awards Gala, sponsored by Morningstar
 

2005

 
 
  • $1 Billion in Assets Under Management
  • QVGD introduces Mid Cap Canadian & American Strategies for mutual fund clients
  • QV Wins Top Canadian Small Cap Equity Manager Award at the Canadian Investment Awards Gala, sponsored by Morningstar
  • Ashley Pullen joins QVGD as a Portfolio Administrator
  • Vanessa McNabb joins QVGD as a Communications Coordinator
 

2003

 
 
  • QVGD's Balanced Fund earns API's Award for 3rd Highest Return for 5 Years
  • QVGD's Small Cap Fund earns API's Award for 2nd Highest Return for 3 Years 2005 QVGD's Small Cap Fund earns API's Award for Highest Return for 5 Years QVGD Wins Small Cap Manager of the Year Award
  • QVGD's assets under management recover with the gains in the small cap market
 

2002

 
 
  • QVGD introduces the Canadian Income Fund, a defensive fixed income fund
  • QVGD's Small Cap Fund earns API's Award for 2nd Highest Small Cap Fund Return for 1 Year
  • QVGD's Balanced Fund earns API's Award for the Highest Balanced Fund Return for 1 and 3 years
 

2001

 
 
  • QVGD's Balanced Fund earns API's Award for Highest 1 Year Balanced Fund Return
  • QVGD suffers a sharp reduction in assets managed
  • Maria Shaw joins QVGD as a Portfolio Administrator
 

2000

 
 
  • Joe Jugovic joins QVGD as a Trader and Research Analyst
 

1997

 
 
  • QVGD introduces the Canadian Small Cap and Canadian Balanced Pooled Funds
 

1996

 
 
  • Mr. Leigh Pullen establishes QVGD Investors Inc. as a federally registered corporation, with Ms. Wendy Booker-Urban and Mr. Gordon Singer in November of 1996
  • The name, representing quality, value, growth, and diversification, reflects a risk-managed investment philosophy
  • QVGD manages Canadian small cap equities for institutional clients and Canadian balanced funds for private clients