Joe Jugovic

CFA
Advising Partner
QV Investors Inc.

Joe-Jugovic-square

Joe joined QV Investors in 2000 and is an advising partner of the firm. He co-manages the IA Clarington QV Global Equity Fund, IA Clarington QV U.S. Equity Class and IA Clarington QV 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.

"We believe that investing in high-quality, growing companies that can weather difficult economic conditions is the best way to help investors build and grow their wealth over the long term."

Joe's Philosophy

Joe's goal is to build high-conviction portfolios that exhibit measurably better quality and value characteristics than the benchmark while maintaining broad industry diversification and a focus on risk management.

Funds Managed

    Market Insights