Company Profile icon Company Profile

QV Investors

Head office:
Calgary, AB
Assets Managed:
$5.3 Billion (2021-09-30)

Company Profile

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.


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.

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.

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Funds Managed icon Funds Managed

NEI Canadian Equity RS Fund

Category:
Canadian Equity

Lead Managers:
Darren Dansereau
Diana Chaw

Inception Date Morningstar Profile
2002-09-20 A
2006-07-25 F
2018-12-03 P
2018-12-03 PF

NEI Canadian Small Cap Equity RS Fund

Category:
Canadian Small/Mid Cap Equity

Lead Managers:
Ian Cooke
Steven Kim
Derek Nichol

1995-01-11 A
2017-06-09 F
2018-12-03 P
2018-12-03 PF

Lead Manager icon Lead Managers

Darren Dansereau

Darren Dansereau, CFA

Vice President & 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. Mr. Dansereau is a member of the QV Management and Investment Committees and is a Director of the firm. He was a Trader and Analyst with Alberta Investment Management Corporation and was an Associate with Canada Trust Private Investment Counsel in Edmonton. He has served as the President of his chapter of Toastmasters International. Mr. Dansereau holds a Bachelor of Commerce degree in finance from the University of Alberta. He is CFA® charterholder and is a member of the Calgary CFA Society.

Ian Cooke

Ian Cooke, CFA

Vice President & Portfolio Manager

Mr. Ian Cooke joined QV Investors in 2006. Mr. Cooke is Chief Investment Officer and is responsible for the management of QV's Canadian small and mid-cap equity strategies. Mr. Cooke is a member of the QV Investment Committee and is a Director of the firm. Prior to joining QV, Mr. Cooke was the Vice President of Research and Director at a Calgary based investment management firm. He remains involved with the University of Calgary's Haskayne School of Business as a mentor for the Calgary Portfolio Management Trust and is a prior instructor of Security Analysis and Investing. Mr. Cooke graduated from the University of Calgary with a Bachelor of Commerce degree in Finance, with distinction. He is CFA® charterholder and is a member of the Calgary CFA Society.

Diana Chaw

Diana Chaw

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. She holds a Bachelor of Commerce from the University of Calgary. Prior to starting at QV, Ms. Chaw worked as an Associate Portfolio Manager for an investment management firm. Ms. Chaw is a CFA® charterholder and is a member of the Calgary CFA Society.

Kim Steve

Steven Kim

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. Prior to QV, Mr. Kim worked at a leading Canadian Bank, as well as a non-profit organization based in Vancouver. He holds a Bachelor of Arts in Criminology and History from Simon Fraser University in Vancouver and a Masters in Business Administration from the Sauder School of Business at the University of British Columbia. Mr. Kim is a CFA® charterholder and is a member of the Calgary CFA Society.

Derek Nichol

Derek Nichol

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. He holds a Bachelor of Commerce from Queen's University. Prior to starting at QV, Derek worked as a Research Associate at a Calgary based investment management firm. He is a CFA® charterholder and is a member of the Calgary CFA Society.