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 both the IA Clarington Canadian Small Cap Fund and the IA Clarington Global Equity Fund. Joe also serves as a Director of QV Investors.

Prior to assuming his role at QV, he was a Securities 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.

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

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Active InsightsPoints de vue actifs

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