Joe Jugovic

CFA
Advising Partner
QV Investors Inc.

Joe Jugovic

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.

"If you're going to beat the index, your portfolio can't look the same as the index. That's why I build differentiated, concentrated portfolios of best ideas based on disciplined, extensive research."

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 insights