NEI small-cap fund manager has a 'laser sharp focus' on quality

With continuing trade conflicts, heightened consumer debt and rising interest rates, it is vital to find companies that can stay healthy in tough times, says Steven Kim

Jade Hemeon 10 January, 2019 | 6:00PM
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Steven Kim, associate portfolio manager at Calgary-based QV Investors Inc, and a member of the team managing NEI Canadian Small Cap Equity RS F, aims to buy the highest quality companies when their shares are trading below intrinsic value, and then hang on for the long-term.

“We seek companies with strong balance sheets and superior cash generation ability,” says Kim, who works with fellow QV team member Ian Cooke on the mandate.

The four-star, gold-rated fund has trounced both its benchmark index, as well as its peers in Morningstar’s Canadian Small/Mid Cap Equity Category during both the short and long-term performance periods.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Aritzia Inc36.21 CAD-0.36
Badger Daylighting Ltd37.50 CAD-0.13
Canadian Western Bank35.46 CAD1.08
Cominar Real Estate Investment Trust11.03 CAD0.64
Crombie Real Estate Investment Trust17.97 CAD0.67
Element Fleet Management Corp14.53 CAD0.41
Gibson Energy Inc24.79 CAD-0.08
Lassonde Industries Inc179.05 CAD-0.22
Leon's Furniture Ltd22.99 CAD2.00
Parkland Corp39.31 CAD-0.88
Peyto Exploration & Development Corp7.37 CAD0.27
Ritchie Bros Auctioneers Inc75.00 CAD0.08Rating
Secure Energy Services Inc4.61 CAD4.30

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Jade Hemeon

Jade Hemeon  

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