Company Summary

QV Investors Inc. is an independent, Canadian investment manager committed to providing excellence in security selection, portfolio management and client communication. Founded in 1996, QV stands for “Quality” and “Value”. These characteristics resonate through our firm’s culture and investment principles; from the analysis of our investments to the competitive fees that we offer to our clients.

Our clients include pension funds, insurance companies, mutual fund companies, foundations, endowments and high net worth private clients.

Source: QV Investors

Unique Value Proposition

We seek positive real returns in our portfolios while aiming to limit all measureable risks related to long term investing. We implement this by performing thorough analysis of equities and bonds combined with disciplined portfolio construction and asset allocation.

What sets us apart?

Our investment process is focused on long term ownership of companies that have sustainable competitive advantages.
Our Funds are non-index like.
Our risk management audit drives idea generation and continuous improvement in portfolio balance sheets, growth and valuation
Our focus. The investment mandates may differ, the selection, management, and operating processes are consistent.
Our employees are owners of and investors in our own products; therefore, we are highly motivated and committed to enduring quality and performance.

Source: QV Investors

AUM ($Bil)

14.8

Year Founded

1996

Key Personnel

Leigh Pullen, Chairman
Joe Jugovic, President, CEO, and CIO
Wendy Booker-Urban, Senior Vice President and COO

Address

222 - 3rd Avenue SW, Suite 1008
Calgary, Alberta
T2P 0B4

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