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QV Investors Inc.
Darren Dansereau · Asset Manager · Value
QV Investors Inc. is an independent, employee-owned asset management firm based in Calgary, Alberta. Founded in 1996, the firm provides active, discretionary investment management services for institutional clients, including pension funds and endowments, as well as high-net-worth individuals. The institution is characterized by its internal ownership structure, where team members are personally invested in the firm's funds, ensuring alignment with client interests. Historically, QV has focused on a disciplined investment approach that integrates rigorous fundamental research with a commitment to long-term wealth preservation and growth across Canadian and global equity, fixed income, and balanced strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.2% |
| YTD return | +0.7% |
| Sharpe ratio | 2.14 |
| Win rate | 35% |
| AUM | $0.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://qvinvestors.com/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SUNC | SunocoCorp LLC | 32.5% | +19.1% |
| SHOP | Shopify Inc | 24.2% | +5.6% |
| SBIGY | Sabre Insurance Group plc | 17.4% | 0.0% |
| RBA | RB Global Inc. | 9.3% | -20.5% |
| EOG | EOG Resources Inc | 9.0% | -1.0% |
| CNC | Centene Corp | 7.7% | -3.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | CNC | 0.0% → 7.7% |
| Sep 21, 2026 | SELL | SBIGY | 18.8% → 17.4% |
| Sep 21, 2026 | SELL | SHOP | 26.0% → 24.2% |
| Sep 21, 2026 | SELL | SUNC | 35.5% → 32.5% |
| Sep 21, 2026 | SELL | EOG | 9.9% → 9.0% |
Investment Style Analysis
QV Investors Inc. is widely recognized for employing a Value strategy. As of Sep 22, 2026, the firm oversees approximately $0.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Midstream and Software - Application sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, QV Investors Inc. made a significant move by increasing exposure to CNC. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
QV Investors' philosophy is built on the dual pillars of quality and value. The firm seeks to invest in 'quality' franchises—companies with durable competitive advantages, robust balance sheets, and trustworthy management teams that generate high returns on capital. The 'value' component involves identifying these high-quality businesses when they are trading at attractive prices, providing a margin of safety. Their strategy emphasizes a long-term perspective and bottom-up fundamental analysis, aiming to achieve consistent risk-adjusted returns while prioritizing capital preservation and minimizing downside risk in various market environments.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with QV Investors Inc..
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Frequently asked questions
How is the simulated portfolio for QV Investors Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is QV Investors Inc.'s largest holding?
As of the latest filing, QV Investors Inc.'s top position is SunocoCorp LLC (SUNC), representing 32.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is QV Investors Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +10.2% with a win rate of 35%. Notably, the portfolio maintains a Sharpe Ratio of 2.14, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does QV Investors Inc. primarily invest in?
QV Investors Inc. has a strong preference for the Oil & Gas Midstream sector, which makes up 32.5% of their disclosed assets. The portfolio also has exposure to Software - Application, indicating a specific thematic focus.
Is QV Investors Inc.'s portfolio concentrated or diversified?
QV Investors Inc. runs a highly concentrated portfolio with 6 disclosed positions. The top 3 holdings alone account for 74.1% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has QV Investors Inc. performed in 2026?
Our AI-simulated model portfolio for QV Investors Inc. tracks a Year-to-Date (YTD) return of +0.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Darren Dansereau manage QV Investors Inc. directly?
Yes, Darren Dansereau serves as the key portfolio manager for QV Investors Inc., overseeing the investment strategy and final capital allocation decisions.