Commentaries
QV Updates
Every Friday, QV distributes a market commentary that outlines various market events
that happened throughout the week along with any market issues and/or changes that may
affect QV's funds. At the beginning of the month, the update will consist of a broad
market commentary that discusses major market themes along with outlining the monthly
performance of QV's pooled funds.
Recent Updates
Ian Cooke
Vice-President & Portfolio Manager
CFA (2004), CFA Institute;
BComm, University of Calgary (2001)
January 27th, 2012
We had some good news in the Small Cap Fund earlier this week. US based Semtech Corporation entered into a definitive agreement to buy Fund holding Gennum for $13.55 per share, a 120% premium to its recent trading price. This is one of the largest premiums offered in a Canadian ...
Wendy Booker-Urban
Vice-President, Client Services
BA (Econ), University of Manitoba (1989)
January 20th, 2012
Another week, another round of bad news headlines: “France loses their coveted AAA rating after a downgrade by Standard and Poor’s.” “Greek default is inevitable after negotiations with lenders breakdown.” “Euro Woes to temper growth: Bank of Canada.” All the more reason to hold 10-year Canadian government bonds priced to ...
Ryan Watson
Research Associate
BA (Econ), University of British Columbia
MBA, Sauder School of Business (2009)
January 13th, 2012
With every New Year comes the opportunity to create annual goals, or resolutions. British media recently published survey results that revealed “despite 2.6 million people starting diets last Tuesday…this weekend 92 per cent of dieters gave up, shunning exercise and gorging on comfort food.” This survey suggests that individuals are ...
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Quarterly Taking Stock
Every quarter-end, QV compiles an update that includes a general market essay along with
individual pooled fund updates. This commentary package is also included within our private
clients' Portfolio Performance Reports.
Recent Updates
See all Quarterly Updates Archive
