Agnostic Concentrated Investing.

At QVest, we're dedicated to pioneering the future of finance with innovative solutions tailored to our clients needs. Our approach goes beyond conventional strategies. We use adaptative market hypothesis and combine it with game theory, evidence based thinking, and probabilities to create unique investments. We utilize our proprietary research, which is not duplicatable, to generate returns for clients.

Investment Focus

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Q US Ten Fund
Q US Ten Fund

Q US Ten Fund’s investment objective is to provide investors with exposure to growth equity investment strategies. To achieve its investment objectives, the Manager will invest primarily in North American stocks. The Manager may, in its sole discretion, review and adjust the exposure to the underlying strategy types, fixed income, cash and private security investments. The Fund will normally hold a core position in common stocks of between 8 and 12 large companies. The number of securities held by the Fund may occasionally exceed this range at times such as when the Manager is accumulating new positions, phasing out and replacing existing positions, or responding to unique market conditions. Overall, the ideal target holdings are ten stocks.

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Q Premium Fund
Q Premium Fund

Q Premium Fund’s investment objective is to provide investors with enhanced returns and income on widely held, large cap equities with a risk managed and disciplined equity options overlay. The fund will typically have exposure to between 8 and 15 different stocks and will build cash balances from option premium generation to allow for tactical and strategic investment opportunities. The fund may sell options (in the hopes of buying equities) to open positions on securities based on macroeconomic conditions, seasonality, and special situations. The options overlay is based on several factors including, but not limited to, financial analysis, risk management metrics, and volatility. Allocation decisions between options overlay and long equities are based on a proprietary framework.

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Q Separately Managed Accounts (SMAs)
Q Separately Managed Accounts (SMAs)

A Separately Managed Account is different from a pooled account (i.e. a traditional mutual fund or pension fund). It is, segregated, solely for you, as an individual or a corporation, and it can be customized to your unique needs. QVest offers three different SMA Programs for individuals. Our determination of which program is suitable for an individual is based on several criteria such as client needs, assets under management, ESG/religious requirements, or specific client investment styles. All SMA Programs will be managed using our proprietary asset allocation strategy and clients in all Programs will have available to them all our Fund updates, Monthly Global Economic Webinar, SMA asset allocation update and all educational webinars. As a client’s assets grow, they will automatically move into the next level of our SMA Program.

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Q Specialized Products
Q Specialized Products

In research & development: Q Union Investment Portfolio, Q 786 ESG Investment Portfolio, Q Reverse Convertibles.

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