Daily Net Asset Values

Updated July 2, 2009

Pooled Funds
Canadian Balanced Fund Profile
Class A
Class E
Class F
12.7174
12.7240
12.6920
Canadian Small Cap Fund Profile
Class A
Class E
Class F
16.4806
16.4825
16.4895
Canadian Equity Fund Profile
Class A
Class E
Class F
8.3489
8.3501
8.3523
Canadian Income Fund Profile
Class A
Class E
10.6222
10.6133
Global Equity Fund Profile
Class A
Class E
Class F
7.6075
7.6135
7.6135

Market Commentaries

Leigh Pullen
President & Chief Investment Officer
CFA, CFA Institute (1975)

A Confession

June 26th, 2009

First and foremost, we advertise ourselves as fundamental, bottom up, company analysts. We must know with whom and in what we are risking our clients' dollars. And we are adamant in hewing to our categories of corporate tests - management, their financial ...

Joe Jugovic
VP, Investments & Portfolio Manager
CFA, CFA Institute (2001);
BA (Econ), University of Calgary (1994)

Return on Equity

June 19th, 2009

We often speak of financial return and quality interchangeably around the hallowed halls of the QV campus. Speaking of our campus, we are about 60,000 square feet, sorry make that 6,000 square feet, of comfortable office space attained during the peak of ...

Ian Cooke
Portfolio Manager
CFA, CFA Insitute (2004);
BComm, University of Calgary (2001)

Dynamic in Approach, Grounded in Principles

May 29th, 2009

This week is rich with illustrations supporting the old adage "the only constant is change". Nortel's market cap is less than $100 million today compared to $380 billion at its peak. Jim Flaherty's estimate of the budget deficit is now projected to ...

Darren Dansereau
Portfolio Manager
CFA, CFA Insitute (2001);
BComm, University of Alberta (1996)

"Grab that cash with both hands and make a stash" - "Money", Pink Floyd

May 22nd, 2009

Initial Public Offerings (IPOs) were all the rage during the technology bubble. In 1999 there were a total of 492 IPOs in the United States totaling $63.7 billion. In 2000, the number was 422 with a total dollar amount of $97.35 billion. ...

Wendy Booker-Urban
Vice-President, Private Clients & Research Analyst
BA (Econ), University of Manitoba (1989)

Monthly Update - April 2009

May 8th, 2009

It has been quite the ride for bond investors over the past two years. After enduring the scepticism of many during the equity bull market, bond investing has become the flavour again. Whether from weary investors tired of the volatility in the ...

Mark Dyki
Research Associate
BComm, University of Calgary (2008)

Brand New Crisis

January 30th, 2009

2008 was the year of the financial crisis and it appears that 2009 will be the year of the economic crisis. In our December fifth, Weekly Update we suggested that even more dismal economic headlines should be expected in the New Year. ...

Charles Coupal
Consulting Research Analyst
CFA

Shareholder Friendly Governance Qualities that we Seek (Part 2)

January 18th, 2008

Last week we reviewed QV Investors' corporate governance guidelines. This week we discuss three more governance qualities and capabilities that are of greatest importance to us. They are as follows: