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Market Corrections: Lessons from the QVE Portfolio Managers

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  • Investors Mutual Limited AFSL 229988 (IML) has prepared the information in this presentation, as the Investment manager for, and on behalf of, QV Equities Limited ACN 169 154 858 (QVE). This presentation has been prepared for the purposes of providing general information only and does not constitute personal financial product or investment advice as it does not take into account your investment objectives, taxation situation, financial situation or needs. An investor must not act on the basis of any matter contained in this presentation in making an investment decision but must make its own assessment of QVE, conduct its own investigations and analysis, and seek independent financial, taxation and legal advice. Past performance is not a reliable indicator of future performance.
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QV Equities Limited

  • Listed 22 August 2014
  • Focused on Ex-20 stocks
  • Often less researched opportunities
  • Focus on long-term capital growth & income
  • A diversified set of well-established, good quality companies

3 year bond yields - last 15 years

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%

8.0

7.0

6.0

5.0

4.0

3.0

2.0

1.0

0.0 Jan-07

3yr bond yields: US v Australia

May-08

Sep-09

Jan-11

May-12

Sep-13

Jan-15

May-16

Sep-17

Jan-19

May-20

Sep-21

US Australia

Source: FactSet

As at 24 January 2022

10 year bond yields - last 15 years

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%

8.0

7.0

6.0

5.0

4.0

3.0

2.0

1.0

0.0 Jan-07

10y bond yields: US v Australia

May-08

Sep-09

Jan-11

May-12

Sep-13

Jan-15

May-16

Sep-17

Jan-19

May-20

Sep-21

Australia US

Source: FactSet

As at 24 January 2022

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QV Equities Ltd. published this content on 09 February 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 09 February 2022 05:07:01 UTC.