Portfolio Manager, Global Equities

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

Years Investment Experience:

403-265-7007 x 235

Mathew Hermary's documents

Member Bio

Mathew joined QV Investors in February, 2013. Mathew is a Portfolio Manager for QV’s global equity strategy. He holds a Bachelor of Arts in International Relations from the University of Calgary. He is a CFA® charterholder and is a member of the Calgary CFA Society. Prior to starting at QV, Mathew worked at a leading Canadian investment dealer in Vancouver.

Member Documents

Ground Control to Major Tom

May 24, 2019

US unemployment is the lowest it’s been in five decades, consumer credit is at its strongest levels since the early 2000’s and the S&P 500 has recently been flirting with all-time highs. Yet, economy sensitive stocks like autos, homebuilders and banks remain significantly below their 2018 peaks.

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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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