Name

QV Investors

Legal name

QV Investors Inc.

Website

https://qvinvestors.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Discretionary Asset Management: QV Investors generates revenue through discretionary asset management fees charged to institutional clients and high-net-worth individuals for managing their investment portfolios. The firm provides pooled funds including equity, fixed income, and balanced fund offerings.
2. Wealth Management: Revenue is generated through wealth management services provided to individual high-net-worth clients, including financial planning and investment advisory services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

QV Investors is an independent asset and wealth management firm providing discretionary investment management services to Canadian institutions and high-net-worth individuals. The firm manages pooled funds spanning Canadian and global equity strategies (small cap, large cap), fixed income strategies, and balanced fund offerings, alongside dedicated wealth management and institutional asset management services delivered through a fundamental, value-based investment philosophy.

Product overview

QV Investors is an independent asset and wealth management firm providing discretionary investment management services primarily to Canadian institutions and high-net-worth individuals. The firm operates a unified platform comprising multiple pooled fund strategies: the QV Canadian Small Cap Fund, QV Canadian Large Cap Strategy, QV Global Equity Strategy, QV Global Small Cap Strategy, and Fixed Income Strategies. These products collectively span equity (small cap, large cap, global), fixed income (corporate, provincial, treasury), and balanced fund offerings, supported by separate wealth management and institutional asset management services.

Differentiator

Problem solved

Functional benefit

Products and services

• QV Canadian Small Cap Fund A pooled fund focused on Canadian small capitalization equities, targeting superior risk-adjusted returns through fundamental research and long-term value investing. For institutional and individual investors seeking Canadian small cap exposure.
• QV Canadian Large Cap Strategy An equity strategy investing in large capitalization Canadian companies, part of the Canadian Equity offering for institutional and individual investors.
• QV Global Equity Strategy A global equity strategy investing in international equities across multiple regions, focusing on quality companies trading at attractive valuations. For institutional and individual investors seeking global equity exposure.
• QV Global Small Cap Strategy A global small capitalization equity strategy targeting growth opportunities in smaller companies worldwide with strong fundamental characteristics. For institutional and individual investors seeking global small cap exposure.
• QV Fixed Income Strategies Fixed income investment strategies including public fixed income instruments, corporate bonds, provincial bonds, and treasury bills for income generation and capital preservation. For institutional and individual investors seeking fixed income exposure.
• QV Pooled Funds A suite of pooled fund offerings including equity, fixed income, and balanced funds managed under a unified investment approach. For institutional and individual investors.
• QV Wealth Management Discretionary wealth management services for high-net-worth individuals, including personalized investment strategies and financial planning. For affluent Canadian individuals and families.
• QV Institutional Asset Management Discretionary asset management services for Canadian institutions, managing investment portfolios aligned with institutional objectives and risk parameters. For pension funds, endowments, foundations, and other institutional entities.

Quantifiable outcome

• The QV Canadian Equity Strategy has posted strong absolute returns averaging 14% over each of the last 5 years, compared to long-term historical average of close to 9% per year.
• +3 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Professional Advisors (Accountants, Tax Professionals)minorOthersQV Investors works collaboratively with clients' professional advisors including accountants and tax professionals to coordinate financial planning and tax strategies.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Letko Brosseau Asset Management: Montreal-based independent Canadian boutique focused on active global and Canadian equity mandates for institutions and HNW clients, with a comparable quality-oriented investment style.
• Mawer Investment Management: Calgary-based, employee-owned Canadian boutique with a similar Quality/Value-driven active equity philosophy, multi-strategy pooled funds, and institutional + HNW client base — QV's most direct domestic comparable.
• Jarislowsky Fraser: Long-tenured Canadian boutique acquired by Scotiabank, focused on quality-growth active equity and fixed income strategies for institutional and private clients — directly comparable product mix and client base.
• Beutel, Goodman & Company: Toronto-based Canadian boutique applying a disciplined value-style approach across Canadian and global equity mandates for institutional and private clients — close peer on style and client type.

Broad incumbents

• Phillips, Hager & North (RBC GAM): Canadian active equity and balanced manager now part of RBC Global Asset Management, offering pooled funds and institutional mandates that directly overlap QV's product set.
• CI Global Asset Management: One of Canada's largest active asset managers offering Canadian equity, global equity, fixed income and balanced pooled funds for retail and institutional clients — broader-scale competitor to QV.
• AGF Investments: Canadian-headquartered multi-strategy asset manager with active equity, fixed income and balanced pooled funds distributed across institutional and retail channels.
• Fidelity Canada: Canadian arm of Fidelity Investments, offering active and passive equity, fixed income and balanced pooled funds with institutional and HNW distribution that overlaps QV's offerings.

Emerging players

• Pzena Investment Management: US-based global value-equity boutique with institutional focus and similar disciplined fundamental 'value' philosophy; relevant international analogue to QV's equity strategies.
• Picton Mahoney Asset Management: Canadian boutique offering active long-only and alternative pooled funds to retail and institutional clients — comparable boutique scale and Canadian distribution model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/qv-investors-inc-

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about QV Investors