Edward Jong's Contact Details

Edward Jong's Company Details

QVest

Toronto, ON, CA • 20 - 49 Employees
Financial Services

WHAT MAKES US UNIQUE* Conviction based investing and concentrated portfolios – avoid "di-worse-ification."* Focusing on fewer, high conviction ideas, we are not closet indexers.* Our main emphasis is on maximizing returns while minimizing risks within our portfolio mandates through investments in high quality securities.* Flexible approach. We combine top down macro analysis with company specific bottom up research in portfolio selection* Traditional and alternative asset classes • Developed and emerging markets • Public and private markets.WHAT DO WE OFFER* QVest offers 5 concentrated pooled funds known as the Q Strategies: equity, fixed income and alternative asset classes.- Q Marsico Ten Fund (US equities)- Q Marsico Global Fund (Global equities)- Q Theta Fund (Canadian equities)- Q Focus Income Fund (Fixed income)- Q Real Estate Income Fund (Specialty fund)* QVest offers separately managed account solutions to individual investors; tailored personal solutions designed to meet your specific needs; fiduciary responsibilities for your portfolio's overall management.* QVest also offers direct to investors our 5 funds (for the more DIY investors).