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
VideosVidéos
-
Investing in quality and long-term valueInvesting in quality and long-term value
The last month of 2018 was a difficult one for equity investors, but for Joe Jugovic, it was a perfect opportunity to top up his positions in some of his favourite value names.
-
Investing for long-term valueInvesting for long-term value
Market turbulence and economic headwinds have many investors on edge...
Read summaryLire le sommaire -
A look back at 2018, and ahead to 2019A look back at 2018, and ahead to 2019
This past year was a challenging one for investors, but Clément Gignac believes opportunity lies on the other side of recent volatility.
Read summaryLire le sommaire -
Positioning for a strengthening economyPositioning for a strengthening economy
Rising rates are a sign of late-cycle economic strength, and historically that means value stocks are poised to outperform. In this video, David Taylor provides an update on what he’s seeing in the economy and markets and touches on some of the big issues making headlines, including the trade war and energy price weakness.
Read summaryLire le sommaire -
Buying the dips in a maturing cycleBuying the dips in a maturing cycle
Many investors are concerned about recent market volatility, but not so for portfolio manager Peter Prattas.
Read summaryLire le sommaire -
Finding opportunity in an elevated risk environmentFinding opportunity in an elevated risk environment
Market volatility and slowing global economic growth are widening the gap between winning and losing asset classes and securities....
Read summaryLire le sommaire -
Positioning for value's resurgencePositioning for value's resurgence
Growth stocks have been outperforming for some time, but conditions are ripe for a rotation into value...
Read summaryLire le sommaire -
Capturing alpha opportunities across the market cycleCapturing alpha opportunities across the market cycle
In this wide-ranging video commentary, Eileen Riley provides an update on the performance of IA Clarington Global Allocation Fund...
Read summaryLire le sommaire -
Challenges and opportunities in fixed incomeChallenges and opportunities in fixed income
Rising interest rates and widening spreads have been major headwinds for many fixed-income funds recently...
Read summaryLire le sommaire -
Flexible options for a mid-cycle environmentFlexible options for a mid-cycle environment
Many industry analysts suggest we’re in the later stages of the current market cycle...
Read summaryLire le sommaire -
Unearthing value opportunities across the globeUnearthing value opportunities across the globe
Being a disciplined value investor requires an ability to break from the crowd and invest amid widespread pessimism...
Read summaryLire le sommaire -
Finding opportunities in a maturing cycleFinding opportunities in a maturing cycle
We’re well into the advanced stages of the business cycle and bull market, but Clément Gignac believes there’s little reason to worry about a recession or major market downturn. ..
Read summaryLire le sommaire -
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...
Read summaryLire le sommaire -
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...
Read summaryLire le sommaire -
Finding opportunity in transformative changeFinding opportunity in transformative change
The conditions businesses are operating in are transforming rapidly, with wide-ranging consequences for investors...
Read summaryLire le sommaire -
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...
Read summaryLire le sommaire -
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 ...
Read summaryLire le sommaire -
Sticking with the processSticking with the process
Finding value in today’s small-cap market is no simple task, but with the right process...
Read summaryLire le sommaire -
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...
Read summaryLire le sommaire -
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...
Read summaryLire le sommaire -
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...
Read summaryLire le sommaire -
Sticking to the disciplineSticking to the discipline
It’s never easy to go against the crowd, but that’s exactly what Larry Sarbit does...
Read summaryLire le sommaire -
Disruption yields opportunityDisruption yields opportunity
Companies have been sitting on piles of cash for years, but they’ve been reluctant to use it...
Read summaryLire le sommaire -
Room to run for the equity marketsRoom to run for the equity markets
Synchronized global economic growth is likely to continue through 2019...
Read summaryLire le sommaire
Active InsightsPoints de vue actifs
-
Market Insights - Dec 20, 201820 Dec 2018
-
- Sep 28, 201828 Sep 2018