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 Focused Canadian Equity Class, IA Clarington Global Equity Fund, IA Clarington North American Opportunities Class, 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 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
Market insightsLe point sur les marchés
- Uncovering Long-Term Value OpportunitiesUncovering Long-Term Value Opportunities Webcasts | Jun. 23, 202123 Jun 2021
- Equity Opportunities in Canada & AbroadEquity Opportunities in Canada & Abroad Webcasts | Mar. 2, 20212 Mar 2021
- 2021 Market Outlook Reports | Dec. 17, 202017 Dec 2020
