QV Equities: An opportunity to invest outside the top 20

Peter Rae

Independent Investment Research has initiated coverage of QV Equities (ASX:QVE) a listed investment company (LIC) that invests in a diversified portfolio of ASX listed entities outside the S&P/ASX 20 Index. QVE is managed by Investors Mutual Limited (IML), a long established and experienced investment management company with a proven track record of successfully managing Australian and New Zealand equities since 1998. IML uses a high conviction, fundamental bottom up investment process and has a highly capable and proven investment team. QVE has a two-and-a-half year track-record and has outperformed the benchmark since inception. QVE may be suited to investors who have a high degree of exposure to the S&P/ASX 20 Index and would benefit from industry, sector and company diversification by way of S&P/ASX ex 20 Index exposure. Our research report contains more details, including our investment rating for QVE.


Peter Rae

Peter has 35 years’ experience in the banking and finance industry, including 15 years as an equities analyst. Peter was a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies.

Expertise

Comments

Please sign in to comment on this wire.