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
Funds managed
- IA Clarington Canadian Small Cap Class
- IA Clarington Canadian Small Cap Fund
- IA Clarington Canadian Small Cap GIF
- IA Clarington Focused Canadian Equity Class
- IA Clarington Global Equity Fund
- IA Clarington Global Equity GIF
- IA Clarington North American Opportunities Class
- IA Clarington U.S. Equity Class
- IA Clarington U.S. Equity Currency Neutral Fund
VideoVidéo
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Global equity opportunities for long-term investorsGlobal equity opportunities for long-term investors
Portfolio manager Lee Rosenbaum is looking for businesses with three main features: quality, intrinsic value growth and attractive valuations...
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Opportunity and risk in the North American equity and high-yield marketsOpportunity and risk in the North American equity and high-yield markets
While a repeat of last year’s performance isn’t the most likely outcome, the North American equity and high-yield bond markets appear...
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Opportunities for alpha across the globeOpportunities for alpha across the globe
In this video, portfolio manager Clément Gignac explains...
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Opportunities in the North American Equity MarketOpportunities in the North American Equity Market
In this video, portfolio manager Donny Moss...
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Positioning for a rotation into cyclicalsPositioning for a rotation into cyclicals
In this video, portfolio manager Sunny Ng identifies...
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The outlook for North American equities and high-yield bondsThe outlook for North American equities and high-yield bonds
North American equities and high-yield bonds have had a great run, and it’s likely not over yet. In this video, portfolio manager Dan Bastasic explains...
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Navigating uncertainty with quality, responsible investmentsNavigating uncertainty with quality, responsible investments
In this video, portfolio manager Andrew Simpson explains how his focus on high-quality global companies with strong ESG credentials has...
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