United Financial Corp. announced today that QVGD Investors Inc. will be the new sub-advisor for the Canadian Equity Small Cap Pool, included in both Optima Strategy and Private Client Managed Portfolios, effective November 21.
United Financial says QVGD has been selected for its successful track record, disciplined investment management philosophy and the team’s extensive experience in Canadian small cap management.
Leigh Pullen, president and CIO, and Joe Jugovic, vp of investments, strongly attribute the firm’s success to their philosophy of selecting investments of quality, value, and growth to build diversified, low risk portfolios.
In managing the Pool, QVGD will employ a disciplined management style designed to capture the returns and the diversification benefits of a broad cross-section of Canadian small cap companies.
QVGD will manage the portfolio using qualitative and quantitative analysis techniques to select securities that, in its opinion, offer superior prospects for long-term capital appreciation.
In addition to existing investment strategies, the Pool may invest its assets in cash and cash equivalent securities in the event of adverse market, economic and/or political conditions.
United Financial is the investment management subsidiary of Assante Corp.