"A quick look at our lineup will show you that QV manages two of our top performing funds - long term success that ranks them highly against all category competitors let alone the SRI category. While many say it, they truly are disciplined in their approach, and the results speak for themselves."
- Daniel Solomon, Chief Investment Officer, NEI Investments
Founded in 1996, QV Investors is a Calgary based, employee-owned investment management firm focused on providing the best practices in security analysis, portfolio management and client service. QV's hallmark has since become providing consistent growth while protecting investors' capital. Our disciplined style of seeking Quality and Value has resulted in top quartile, long-term returns for our clients. QV Investors manages balanced, equity and fixed income portfolios for individuals, not-for-profit organizations, pension funds and other institutional investors.
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.
The objective of their security selection and portfolio management processes is to secure and protect the compounding rate inherent in any quality business or fixed income security.
QV's portfolio management continuously quantifies and manages the value, growth, income, credit, liquidity, capitalization, and diversification risks in the Funds. They strive to create reliable portfolios of better value, higher growth in equity and dividends, and better credit than the market. QV's superior results are the result of a continuous effort to improve quality and to reduce risk, which is the essence of sustainable investing.
|Name||Lead Managers||Inception Date||Category||Morningstar Profile|
|NEI Canadian Equity RS Fund||Darren Dansereau||2002-09-20||Canadian Equity||A F|
|NEI Canadian Small Cap Equity RS Fund||Ian Cooke||1995-01-11||Canadian Small/Mid Cap Equity||A F|
Darren Dansereau, CFA
Vice President & Portfolio Manager
Darren joined QV in early 2006. On October 1, 2011, Darren became a Vice President of the firm, while maintaining his primary role as lead manager of QV's Canadian Equity and Balanced Funds. Prior to assuming his role at QV, Darren held the role of Equity Trader/Research Analyst with Alberta Investment Management. He is a Chartered Financial Analyst charterholder and has a Bachelor of Commerce degree in Finance from the University of Alberta. He is a member of the Calgary Society of Financial Analysts.
Ian Cooke, CFA
Vice President & Portfolio Manager
Ian joined QV Investors in September, 2006. He is Head of Canadian Equities and is responsible for the management of the Canadian Small Cap and Canadian Equity Pooled Funds. He serves as a Director of the firm and in October 2011, he assumed the role of Vice President of QV Investors. Prior to joining QV, Ian was the Vice President of Research and Director at a Calgary based investment management firm. Ian completed his Bachelor of Commerce degree with distinction at the University of Calgary's Haskayne School of Business where he later went on to instruct an undergraduate course related to security analysis and investing. He is a CFA® charterholder and is a member of the Calgary CFA Society.