Ian joined QV Investors in September, 2006. He is Head of Canadian Equities and portfolio manager of the IA Clarington Canadian Small Cap Fund. He serves as a Director of the firm and in October 2011, he assumed the role of Vice President of QV Investors. Prior to joining QV, Ian was the Vice President of Research and Director at a Calgary based investment management firm. Ian was selected as a TopGun Investment Mind by Brendan Wood International in 2015/2016. He completed his Bachelor of Commerce degree with distinction at the University of Calgary’s Haskayne School of Business. He is also a CFA charterholder and is a member of the CFA Society Calgary.
He remains involved with the University of Calgary’s Haskayne School of Business as a mentor for the Calgary Portfolio Management Trust and as a former sessional instructor of Security Analysis and Investing.
Ian's philosophy
Ian'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.
VideosVidéos
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Thinking outside the equity style boxThinking outside the equity style box
Outperforming the market requires fresh, original thinking that ignores the constraints of conventional approaches to assessing a stock’s value...
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Opportunity and risk in global fixed incomeOpportunity and risk in global fixed income
The global bond market is much more favourable today than it was two years ago, but it remains a highly challenging environment that calls for deep research and a selective approach...
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Finding opportunity in transformative changeFinding opportunity in transformative change
The conditions businesses are operating in are transforming rapidly, with wide-ranging consequences for investors...
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Finding opportunities to invest responsiblyFinding opportunities to invest responsibly
Today’s challenging markets will test even the most seasoned stock pickers, but the right process can help...
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Time to embrace socially responsible investing (SRI)Time to embrace socially responsible investing (SRI)
The growing popularity of SRI is no accident, as more and more investors now understand ...
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Sticking with the processSticking with the process
Finding value in today’s small-cap market is no simple task, but with the right process...
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Finding opportunities in a mature equity marketFinding opportunities in a mature equity market
Global equity market valuations are high, but there’s still value to be had...
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Tailwinds for the high-yield bond marketTailwinds for the high-yield bond market
Synchronized global economic growth and healthy fundamental conditions make high-yield corporate bonds...
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Equities have room to runEquities have room to run
It wasn’t so long ago that investors feared the U.S. equity market was overheated and out of gas...
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Be selective as the cycle maturesBe selective as the cycle matures
In this video, Terry Thib explains why success in a maturing cycle requires...
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Sticking to the disciplineSticking to the discipline
It’s never easy to go against the crowd, but that’s exactly what Larry Sarbit does...
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Disruption yields opportunityDisruption yields opportunity
Companies have been sitting on piles of cash for years, but they’ve been reluctant to use it...
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Room to run for the equity marketsRoom to run for the equity markets
Synchronized global economic growth is likely to continue through 2019...
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Overcoming headwinds in fixed incomeOvercoming headwinds in fixed income
With interest rates rising in Canada and the U.S., investors may no longer...
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Diversifying fixed income across regions and asset classesDiversifying fixed income across regions and asset classes
In today’s challenging income environment, investors should consider...
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Fixed-income diversification and yield enhancementFixed-income diversification and yield enhancement
Emerging market debt has become an attractive asset class for investors seeking meaningful...
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Moving beyond boundaries in global fixed incomeMoving beyond boundaries in global fixed income
Traditional sources of yield are not providing the income streams many investors need...
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Exploring global trends and opportunitiesExploring global trends and opportunities
What are the global super trends that will drive capital markets in the coming years?...
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Perspectives on today’s economyPerspectives on today’s economy
In this video, iA Financial Group Chief Economist Clément Gignac offers perspective...
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Optimistic on the marketsOptimistic on the markets
In this video, Andrew Simpson and Jeffrey Lew explain why their rigorous, integrated process...
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Focusing on security-specific risk, not market riskFocusing on security-specific risk, not market risk
Index investors will likely find little to get excited about in the current fixed-income...
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Perspectives on the North American equity marketsPerspectives on the North American equity markets
Canada’s equity market has recently been one of the worst performing in the world...
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A case for cautious optimismA case for cautious optimism
Synchronized global economic growth and strong corporate fundamentals bode well...
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Proceed with caution on the U.S. stock marketProceed with caution on the U.S. stock market
For Larry Sarbit, market history is full of lessons for those willing to learn them...
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Finding opportunities in expensive marketsFinding opportunities in expensive markets
With major equity markets reaching all-time highs, investors are looking for answers...
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Finding value in the small- and mid-cap spaceFinding value in the small- and mid-cap space
iA Clarington portfolio manager Terry Thib discusses his positive outlook for the global economy...
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Optimism in the U.S. marketOptimism in the U.S. market
Pierre Trottier discusses why he believes the bull market in the U.S. will continue...
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Optimism in today’s economyOptimism in today’s economy
In this video, Clément Gignac shares his thoughts on the Canadian and U.S. economies and his expectations on U.S. Federal Reserve decisions for 2017…
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An integrated approach to building portfolios An integrated approach to building portfolios
In this video, the IA Clarington Inhance SRI Funds portfolio managers Andrew Simpson, Dermot Foley and Jeffrey Lew answer questions regarding opportunities for 2017...
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An alternative view on U.S. equitiesAn alternative view on U.S. equities
In this video, Larry Sarbit answers questions regarding the current environment for U.S. equities, including why he’s holding a high cash balance, his investment philosophy on cash…
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Navigating the Canadian small-cap universeNavigating the Canadian small-cap universe
In this video, Ian Cooke answers questions on investing in Canadian small caps including, his expectations for 2017, whether...
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Outlook for the North American equity marketsOutlook for the North American equity markets
In this video, David Taylor answers questions regarding his current outlook for North American equity markets including…
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An outlook for the income investing landscapeAn outlook for the income investing landscape
In this video, Dan shares his outlook on the economy, corporate earnings and interest rates....
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Finding quality opportunities in North American marketsFinding quality opportunities in North American markets
In this video, Terry Thib answers questions regarding investing in a low-yield, low-growth North American environment including...
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Current views on global equitiesCurrent views on global equities
In this video, Brad Radin provides an update on the IA Clarington Global Opportunities Fund and discusses a range of topics...
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Navigating a new era of fixed-income investingNavigating a new era of fixed-income investing
In this video, Jeff Sujitno answers top-of-mind questions impacting fixed-income investing in this “lower for longer” market.
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Active InsightsPoints de vue actifs
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Market Insights - Dec 19, 201719 Dec 2017