QV Investors

QV Investors

Head office:

Calgary, AB

Assets managed:

$4.8 billion (as of December 31st, 2023)

Head office:

Calgary, AB

Assets managed:

$4.8 billion (as of December 31st, 2023)

Company profile

Founded in 1996, QV is an independent asset and wealth management firm. They provide active investment management for Canadian pension funds, foundations, endowments, first nations and high-net-worth individuals.

Investment approach

QV Investors believes in investing in quality companies with attractive valuations. They purchase companies with above average returns on equity capital, but whose shares trade below market valuations. This approach has consistently yielded superior risk-adjusted equity returns over the long-term.

Funds managed

NEI Canadian Equity RS Fund

Lead managers

Darren Dansereau

Diana Chaw

Fund profile

To view fund details and performance, click on a series.

A    |    F    |    P    |    PF

NEI Canadian Small Cap Equity RS Fund

Lead managers

Steven Kim

Derek Nichol

Fund profile

To view fund details and performance, click on a series.

A    |    F    |    P    |    PF

Lead managers – NEI Canadian Equity RS Fund

Diana Chaw, CFA

Lead Portfolio Manager

Ms. Diana Chaw joined QV Investors in November 2017. Ms. Chaw is the Lead Portfolio Manager for QV’s large cap Canadian equity strategy and is a member of the QV Investment Committee.

Darren Dansereau, CFA

Chief Executive Officer & Portfolio Manager

Mr. Darren Dansereau joined QV Investors in 2006. Mr. Dansereau is Chief Executive Officer and is a Portfolio Manager for QV’s large cap Canadian equity strategy.

Lead managers - NEI Canadian Small Cap Equity RS Fund

Steven Kim, CFA

Portfolio Manager

Mr. Steven Kim joined QV Investors in March 2012. Mr. Kim is a Portfolio Manager for QV’s small and mid-cap Canadian equity strategies and is a member of the QV Investment Committee.

Derek Nichol, CFA

Portfolio Manager

Mr. Derek Nichol joined QV Investors in December 2018. Mr. Nichol is a Portfolio Manager for QV’s Canadian small cap and global small cap equity strategies and is a member of the QV Investment Committee.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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