QV Investors Inc.
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 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
Cash Isn’t King: Active Insights for Long-Term Wealth Creation
CE Credits | Videos | Nov. 20, 2023
Update on the IA Clarington Canadian Small Cap Fund
Videos | Oct. 12, 2023
2023 Mid-Year Review
Reports | Jul. 18, 2023
Update on the IA Clarington Global Equity Fund
CE Credits | Webcasts | Jun. 21, 2023
Videos | Mar. 2, 2023