QV Investors Inc.
QV Investors Inc. is an independent, employee-owned investment and wealth management firm providing discretionary asset and wealth management services primarily for Canadian institutions and high-net-worth individuals, with a focus on quality and value investing. The firm offers a variety of pooled funds, including equity, fixed income, and balanced options, and emphasizes risk-managed, long-term growth while aiming to preserve capital.
Investment Strategy
QV Investors focuses on a disciplined, risk-managed approach rooted in quality and value principles. They prioritize valuation risk, earnings risk, and seek opportunities with strong fundamentals and downside protection. The firm considers environmental, social, and governance (ESG) factors when material to financial returns. Their strategy is to compound client assets over time while minimizing the risk of loss.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SLF | SUN LIFE FINANCIAL INC | 7.78% | $79.3M | 1,194,699 | $43.57 | $66.45 | +$3.3M |
G GIB | CGI INC | 7.03% | $71.6M | 683,472 | $81.34 | $104.83 | +$11.2M |
C CNI | CANADIAN NATL RAILWAY CO | 6.03% | $61.5M | 590,955 | $95.38 | $104.04 | +$12.3M |
R RY | ROYAL BANK OF CANADA | 5.91% | $60.2M | 457,766 | $112.86 | $131.55 | +$9.0M |
F FTS | FORTIS INC | 4.97% | $50.7M | 1,064,121 | $40.96 | $47.73 | +$2.6M |