About QVest

Originally 2006
New Management 2021
PorTfolio
10 to 30 Companies
headquarter
Toronto, Canada
Our
Story

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.

Our
Investment
Philosophy

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.

Our
Mission

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

QVest's Core Values
Integrity
Unwavering ethical standards and building trust with our clients and partners.
Innovation
Forward-thinking investment services to create tailored solutions.
Diligence
Commitment to hard work and diligence, always going the extra mile.
Client Prosperity
Fostering financial success for our clients.
Excellence
Striving for excellence in all aspects of the business.
Be Obsessed
Walk with our investors.
Aim Fair
Keep an eye on the near term but think big with a long-term sustainable return view.
Win Right
Win with integrity.
Own It
Commit, take action, and deliver.
Join Forces
Join with superior teams around the world as one.
Expect Candour
Deliver with respect and assume positive intent.

Begin Your Investment Future with QVest, Connect Now.

Are you seeking a partnership that aligns with your values and investment goals? QVest is here to explore the possibilities with you. Share your vision with us and let’s schedule a conversation. Submit your email below to start a dialogue on how we can grow together.

Contact Us Today