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The Fund’s objective is to provide a combination of income and long-term capital growth through investment in a portfolio consisting primarily of equity securities of businesses located around the world. The sub-advisor uses a fundamental, bottom-up approach to identify companies with attractive valuations, proven track records and sustainable business models. The Fund invests primarily in companies with a proven track record and superior financial quality with an ability to pay dividends, and potentially increase its dividend payments. The sub-advisor employs a “bottom-up” investment process and assesses the inherent ability of a company to earn a sustainable return. The Fund includes a top-down analysis giving consideration to the overall factors influencing the global outlook and value for the businesses the Fund invests in. The Fund invests in a diversified portfolio of large foreign or domestic companies.
Name | Title | Since | Until |
---|---|---|---|
Richard Fortin | Portfolio Manager, US & Global Equities | 2022 | Now |
Biography | Richard joined QV Investors in June, 2019. He is the Lead Portfolio Manager for US equities. He holds a Bachelor of Commerce from the University of Ottawa. Prior to starting at QV, Richard worked as a Portfolio Manager for an investment management firm in Calgary. Richard is a CFA® charterholder and is a member of the Calgary CFA Society | ||
Mathew Hermary | Chief Investment Officer | 2018 | Now |
Biography | Mathew joined QV Investors in February, 2013. As Chief Investment Officer and Portfolio Manager, Mathew’s primary focus is analyzing global companies and overseeing QV’s investment strategies. Prior to starting at QV, Mathew worked at a leading Canadian investment dealer in Vancouver. Mathew holds a Bachelor of Arts in International Relations from the University of Calgary. Mathew is a CFA® charterholder and is a member of the Calgary CFA Society. | ||
Joe Jugovic | Advising Partner | 2014 | Now |
Biography | Joe Jugovic joined QV Investors in 2000 and is a Director of the firm. He is also a Portfolio Manager for QV's global large cap strategy and is a member of the Investment Committee. Prior to assuming his role at QV, he was a securities analyst and trader at a Calgary-based investment management firm. Mr. Jugovic is a Chartered Financial Analyst charterholder and has a Bachelor of Arts degree in Economics from the University of Calgary. He is also a member of the Calgary Society of Financial Analysts and his funds have been recognized at the Morningstar Canadian Investment Awards. | ||
Wouter Weijand | Leader | 2006 | 2014 |
Biography | Wouter Weijand is Senior Vice President of ABN AMRO Asset Management. In 1989, he joined ABN AMRO Asset Management as Portfolio Manager of the balanced portfolios. Mr. Weijand holds a Master Degree in Economics from the Erasmus University of Rotterdam. Starting from 1983 he worked as a portfolio manager at Pierson Capital Management. Wouter has years of investment experience over a broad range of products and is Senior Vice President. |
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