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The Fund’s objective is to maximize long-term growth of capital by investing primarily in equity securities of small capitalization Canadian companies. The sub-advisor uses a fundamental, bottom-up approach to identify companies with attractive valuations, proven track records and sustainable business models. The Fund invests primarily in equities of Canadian smaller capitalization companies. For the Fund’s investment purposes, companies with a market capitalization of less than $3 billion are considered to be smaller capitalization companies.
Name | Title | Since | Until |
---|---|---|---|
Derek Nichol | Portfolio Manager, Equities | 2023 | Now |
Biography | 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. | ||
Steven Kim | VP & Portfolio Manager, Canadian Equities | 2022 | Now |
Biography | Steven joined QV Investors in 2012 and has over a decade of investment industry experience. He is a portfolio manager for QV’s Canadian small- and mid-cap strategies and contributes to the overall Canadian equity strategy as a member of the QV Investment Committee. Prior to joining QV, Steven worked in commercial lending at BMO. Steven is a CFA charterholder and holds a BA from Simon Fraser University and an MBA from the University of British Columbia’s Sauder School of Business. | ||
Ian Cooke | Director | 2008 | 2023 |
Biography | Mr. Ian Cooke joined QV Investors in 2006. Mr. Cooke is a member of the QV Investment Committee and also serves as a Director, helping to manage 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. | ||
Joe Jugovic | Advising Partner | 2003 | 2022 |
Biography | Joe joined QV Investors in 2000 and is a Director of the firm. He co-manages the IA Clarington Global Equity Fund, IA Clarington U.S. Equity Class and IA Clarington U.S. Equity Currency Neutral Fund. Prior to assuming his role at QV, he was a Securities Research Analyst and Trader at a Calgary-based investment management firm. Joe is a CFA charterholder and has a Bachelor of Arts degree in Economics from the University of Calgary. He is also a member of the Calgary CFA Society. | ||
Leigh Pullen | President and CIO | 1997 | 2013 |
Biography | Leigh founded QVGD Investors Inc. in 1996. He serves as President and Chief Investment Officer. His responsibilities include research analysis and portfolio management. Leigh Pullen has over 35 years experience in the Canadian investment market. From 1966 to 1977, he worked at the Toronto Stock Exchange, IBM Canada, and National Trust Co. Ltd. He left National Trust as Manager of Pension Fund Investments. From 1977 to 1996, Leigh was a partner, analyst, and portfolio manager at Mawer Investment Management, Calgary. Leigh is a past President of the Estate Planning Council of Calgary. |
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