Simon Conn reviews the stocks and sectors that have impacted the QVE portfolio in July as well as how the portfolio is positioned for the current market conditions. Posted byQV Equities August 12, 2019 0 Share: Related Articles QVE Investment Update November 2016 QVE Investment Update – March 2018 QVE Investor Update April 2019 – Being selective is key QVE Investor Update – 1 NOV 2017 – Part 2: Positioning in a low growth economy Podcast: How Anton first developed IML’s Investment Philosophy QVE Investment Update FY19 in Review