President, CIO & CEO

CFA, CFA Institute
BA (Econ), University of Calgary

Years Investment Experience:

403-265-7007 x 228

Joe Jugovic's documents

Member Bio

Joe joined QV Investors in 2000 and is the firm's President, Chief Executive Officer, and Chief Investment Officer. He chairs the Investment Committee on behalf of QV and is a Portfolio Manager for the global equity strategy and select Canadian equity strategies. Joe serves as a Director of the firm.

Prior to assuming his role at QV,  Joe was a Securities Analyst and Trader at a Calgary based investment management firm.
Joe completed a Bachelor of Arts degree in Economics from the University of Calgary. He is also a CFA® charterholder and is a member of the Calgary CFA Society.

He has been recognized five consecutive years in a row (2005-2009) at the Canadian Investment Awards Gala, as one of the top small cap Canadian equity managers (both as sub-advisor and/or pooled fund manager). Joe has done charitable work on behalf of the Alberta Children's Hospital Foundation as well as the Fig Tree Foundation.

Member Documents

Q4/2019 Commentary

January 03, 2020

Global stock markets surged ahead in 2019, with the majority posting double digit gains. Bonds too rewarded investors with above-average historical returns. The Federal Reserve’s pivot in January ushered in additional rate cuts, serving as the catalyst to spur on considerable gains.

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Q3/2019 Commentary

October 04, 2019

The majority of global stock markets posted positive returns in the quarter, extending the first half’s strong performance. While gains are welcome, markets continue to struggle to advance meaningfully and volatility remains elevated. Bond markets also continued to rise, resulting in lower bond yields.

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