IBV Connect
Optimizing the Portfolio

Optimizing the Portfolio

August 5, 2021

In this podcast, we will unpack another key component of our investment process - position sizing. Our approach to sizing is important as this dictates the contribution an investment will make towards our portfolio’s risk and return profile. 

 

Diamonds in the Rough

Diamonds in the Rough

May 13, 2021

In this podcast, we share details on our investment sourcing and selection framework, highlighting why this part of our investment process enables our firm to achieve two objectives simultaneously- protecting capital while earning attractive rates of return.

Opposite Ends of the Spectrum

Opposite Ends of the Spectrum

February 9, 2021

In our 2020 Annual Partnership Letter, we provide insight into why lessons from 22 years ago are contributing to our current outlook. We also share how the combination of a rigorous due diligence process and an opportunistic approach allows us to capitalize on unique investments most market participants overlook.

Patience is a Virtue

Patience is a Virtue

October 28, 2020

In our Q3 Partnership Letter, we share with you our history of unlocking value in challenging circumstances, recently demonstrated through the official approval of Algonquin Power and Utility Corp’s acquisition of Ascendant Group – currently, IBV’s largest investment. We also highlight how our investment process allows us to seize unique windows of opportunities and uncover hidden drivers of growth often overlooked by market participants.  

The Ultimate Black Swan Event?

The Ultimate Black Swan Event?

July 23, 2020

In our Q2 Partnership Letter we share with you some of the questions associated with investments we have considered and why the concept of operating leverage is a key financial metric in our analysis; we also emphasize the role our intrinsic value gap has as a beacon for our portfolio and how our patient approach has allowed us to navigate this unique environment.

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