Joe Jugovic

CFA
Portfolio Manager
QV Investors Inc.

Joe Jugovic

Joe joined QV Investors in 2000 and is a Director of the firm. He co-manages the IA Clarington Global Equity Fund, IA Clarington U.S. Equity Class and IA Clarington U.S. Equity Currency Neutral Fund.

Prior to assuming his role at QV, he was a Securities Research Analyst and Trader at a Calgary-based investment management firm.

Joe is a CFA charterholder and has a Bachelor of Arts degree in Economics from the University of Calgary. He is also a member of the Calgary CFA Society.

"If you're going to beat the index, your portfolio can't look the same as the index. That's why I build differentiated, concentrated portfolios of best ideas based on disciplined, extensive research."

Joe's philosophy

Joe's goal is to build high-conviction portfolios that exhibit measurably better value, growth, dividend and credit characteristics than the benchmark while maintaining broad industry diversification and a focus on risk management.

Our investment process

Market insights