Letters by company

Intact Financial Corporation

2 letters discussing IFCZF. Everything written about it on this site is on its ticker page.

QV Investors Q1 2026 Market Letter: Investing Through Uncertainty QV Investors recycled capital from Guardian Capital into existing Canadian small-cap positions, including Cargojet, and built positions in Haliburton and Rightmove while trimming Toromont and adding Intact Financial. The fixed-income team selectively bought higher-rated corporate and provincial bonds, retaining liquidity for potential equity rebalancing. Q1 2026 CGJTF $1BIFCZF $36BRMVEY $4B
QV Investors Q2 2026 Market Letter: Back In Black QV Investors argues that AI infrastructure valuations now assume sustained growth despite unresolved questions around competition, hyperscaler spending and industry economics. The firm added Constellation Software, re-initiated Microsoft and increased several existing holdings as investors sold quality businesses and software perceived as AI losers. Q2 2026 CAT $271BCNSWF $53BMSFT $4T