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About QV Equities

QV Equities (ACN: 169 154 858, ASX: QVE)

QVE is a listed investment company established to provide long term capital growth and income, through a diversified portfolio of ASX listed entities outside of the S&P/ASX 20 Index.

The Manager of the portfolio is Investors Mutual Limited (IML), a multi award-winning and experienced investment management company, with a track record of successfully managing Australian equities since 1998.

DOWNLOAD the QV Equities Fact Sheet: Download PDF

Anton Tagliaferro and Simon Conn provide an overview of QVE and the opportunities in the ex-20 space.

Investment Objective

QVE aims to generate net returns higher than the S&P/ASX 300 Accumulation Index excluding the S&P/ASX20 Accumulation Index (the top 20 stocks) over a 4+ year investment horizon.

QVE is also focused on long term capital growth and income, seeking investment opportunities that pay sustainable and growing dividends with active franking credits. IML manage the QVE Portfolio from an Australian investor’s perspective, with tax being an important consideration in its daily management.

Investment Philosophy

IML’s investment philosophy is based on the premise that over the long-term, a company’s share price will reflect its underlying inherent value. We seek to buy and own companies with a competitive advantage, recurring earnings, run by capable management, that can grow at a reasonable price.

Why focus on the ex-20 segment?

The top 20 stocks dominate the Australian share market and are amongst the most widely held and researched companies in Australia. IML believes the ex-20 segment offers greater opportunities for above market returns as a result of identifying securities that:
• are typically less researched by brokers
• can generate above average long-term earnings growth
• pay sustainable, regular dividends that can grow over time

Meet the Managers

Anton Tagliaferro, Investment Director and founder of IML (The Manager) and Simon Conn, IML Senior Portfolio Manager, are the primary managers of the QVE portfolio. They are supported by the research and analysis of the IML investment team. Further details of Anton Tagliaferro and Simon Conn, their background and areas of responsibility can be found here.

Investment Managers:
Simon Conn & Anton Tagliaferro