Joe Jugovic

Portfolio Manager
QV Investors Inc.

Joe Jugovic

Joe joined QV Investors in 2000 and is the firm’s President and Chief Executive Officer. He chairs the Investment Committee on behalf of QV and is a portfolio manager for the IA Clarington Canadian Small Cap Fund, IA Clarington Global Equity Fund, IA Clarington U.S. Equity Class and the IA Clarington U.S. Equity Currency Neutral Fund. Joe also serves as a Director of QV Investors.

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