Joe joined QV Investors in 2000 and is the firm's President, Chief Executive Officer, and Chief Investment Officer. He chairs the Investment Committee on behalf of QV and is a Portfolio Manager for the global equity strategy and select Canadian equity strategies. Joe serves as a Director of the firm. Prior to assuming his role at QV, Joe was a Securities Analyst and Trader at a Calgary-based investment management firm.
Joe completed a Bachelor of Arts degree in Economics from the University of Calgary. He is also a CFA® charterholder and is a member of the Calgary CFA Society.
He was recognized five consecutive years (2005-2009) at the Canadian Investment Awards Gala as one of the top small-cap Canadian equity managers (both as sub-advisor and/or pooled fund manager). Joe has done charitable work on behalf of the Alberta Children's Hospital Foundation as well as the Fig Tree Foundation.