WHAT MAKES US UNIQUE * Conviction based investing and concentrated portfolios – avoid “di-worse-ification.” * Focusing on fewer, high conviction ideas, we are not closet indexers. * Our main emphasis is on maximizing returns while minimizing risks within our portfolio mandates through investments in high quality securities. * Flexible approach. We combine top down macro analysis with company specific bottom up research in portfolio selection * Traditional and alternative asset classes • Developed and emerging markets • Public and private markets. WHAT DO WE OFFER * QVest offers 5 concentrated pooled funds known as the Q Strategies: equity, fixed income and alternative asset classes. - Q Marsico Ten Fund (US equities) - Q Marsico Global Fund (Global equities) - Q Theta Fund (Canadian equities) - Q Focus Income Fund (Fixed income) - Q Real Estate Income Fund (Specialty fund) * QVest offers separately managed account solutions to individual investors; tailored personal solutions designed to meet your specific needs; fiduciary responsibilities for your portfolio’s overall management. * QVest also offers direct to investors our 5 funds (for the more DIY investors).