About QVest

In 2021, a new team took the helm at QVest, heralding a new era of growth and innovation. Our vision was to create a company that truly makes a difference in people's lives by providing greater clarity and understanding of their investments and emphasizing their significance. We aim to achieve a higher level of satisfaction for our investors. We are committed to being agnostic to investment styles, embracing dynamic risk management, ensuring clear and responsive communication, adapting to positive change, and always doing what is right for the investor. As an independently owned firm, it allows us to keep our clients’ interests at the forefront. We value original thinking, discipline, honesty, integrity, and excellence. We strongly believe in the principles of positive psychology and its impact on people and investing which helps us drive towards our mission.

At QVest, our investment philosophy is grounded in concentrated investing, focusing most of our portfolios on 8 to 20 core holdings. We prioritize high-quality businesses with limited downside risks that generate predictable, recurring cash flow. Our style-agnostic approach allows us to maintain flexibility and adaptability, seeking out our best opportunities across the market spectrum without being confined to specific styles, sectors, or capitalizations. We pride ourselves for being active with your investments, rather than being passive or hugging an index.

Our investment strategy is based upon Adaptive Market Hypothesis, Game Theory, Probabilities, and being Evidence Based. We emphasize patience and consistent growth to avoid the pitfalls of short- term market fluctuations and speculative trends. At times, we may employ hedging strategies to mitigate market-related downside risks or capitalize on asymmetric profit opportunities. We are anticipatory in nature, rather than being reactive. Investing in high-quality businesses is at the core of our strategy, as we strive towards a diversified portfolio where our clients' investments are resilient, reliable, and positioned for sustainable growth. This commitment to quality and long-term value creation reflects our dedication to preserving and growing our clients' wealth.

To create, preserve, and grow the value of our investor's wealth.