QV Investors

QV Investors is a Canadian asset and wealth management firm headquartered in Calgary, Alberta. The firm was founded in 1996 and describes itself as independent and employee-owned, with its team acting as whole owners of the business. Its name reflects its core investment principles: Quality and Value. QV Investors provides active, discretionary investment management for Canadian institutions and high-net-worth individuals, and reports approximately $6 billion in assets under management. The firm manages seven pooled funds spanning Canadian and global equity, fixed income and balanced strategies. Its offerings are organized around institutional investors, individual investors and trusted partners, with pooled fund options that include equity, fixed income and balanced mandates. QV Investors positions itself as a disciplined, long-term manager focused on protecting capital and minimizing the risk of loss while seeking long-term growth. QV Investors emphasizes a consistent quality and value-based investment philosophy that it says has been followed for nearly 30 years. The firm also highlights responsible investing and publishes regular market commentary and insights, including quarterly market letters and thematic pieces on topics such as U.S. Treasury yields, financial planning and global equity opportunities. Its stated shared values include clients first, integrity, teamwork, excellence and accountability, alongside community involvement. As an independent, employee-owned firm, QV Investors is not a subsidiary of a larger financial group and is not publicly listed. Its leadership includes executives responsible for investment strategies and organizational operations, such as the Chief Operating Officer appointed in 2024. The firm continues to serve Canadian institutional and high-net-worth clients from its Calgary base.

QV Investors was founded in 1996 and is based in Calgary, Alberta, Canada. The firm was established on the principles of Quality and Value, which are reflected in its name. From its early years, QV Investors has provided active, discretionary investment management for Canadian institutions and high-net-worth individuals, following a consistent quality and value-based investment philosophy aimed at long-term growth while minimizing the risk of loss. Over nearly three decades, QV Investors has grown into an independent, employee-owned asset and wealth management firm with approximately $6 billion in assets under management. The firm manages seven pooled funds, including Canadian and global equity, fixed income and balanced strategies. Its client base includes institutional investors, individual investors and trusted partners. QV Investors has continued to evolve its product lineup and leadership. In 2023, the firm launched the QV Money Market Fund, which replaced the QV Canadian Income Fund. Also in 2023, an executive appointment was made to oversee QV's investment strategies and make portfolio decisions for the global equity strategy. In 2024, Vanessa McNabb was appointed Chief Operating Officer, supporting QV's organizational vitality by navigating matters of process, people and strategy. The firm maintains a public presence through its website, where it publishes market commentary and insights, including quarterly market letters and articles on topics such as U.S. Treasury yields, financial planning and global equity opportunities. QV Investors also emphasizes responsible investing and community involvement as part of its corporate values.

• 2024

  Vanessa McNabb appointed Chief Operating Officer.

• 2023

  QV Money Market Fund launched, replacing the QV Canadian Income Fund.

• 2023

  Executive appointed to oversee investment strategies and global equity portfolio decisions.

• 1996

  QV Investors founded in Calgary, Alberta, Canada.

Independent, employee-owned Canadian asset and wealth management firm focused on quality and value investing for institutions and high-net-worth individuals.

• QV Pooled Funds

  Seven pooled funds including Canadian and global equity, fixed income and balanced strategies.

• QV Money Market Fund

  Launched in 2023, replacing the QV Canadian Income Fund.

• Canadian equity strategy

  Active Canadian equity management.

• Global equity strategy

  Active global equity management.

• Fixed income strategy

  Fixed income management.

• Balanced strategy

  Balanced portfolio management.

1. 1QV Investors: Quality | Valueqvinvestors.com
2. 2About QV Investors of Calgary Albertaqvinvestors.com
3. 3QV Investors - Wikidatawikidata.org