Student Equity Analyst Project

Qube Investment Management Inc. (QIM) is a registered portfolio management firm (Alberta & British Columbia), offering a combination of value and ethical investment methodologies. QIM has a mission to make investments matter.

One of the ways we’ve set ourselves apart in the Edmonton investment landscape is by running our own equity research program. Rather than relying on paid research or passive investment products Qube’s research culminates into two discretionary portfolios, Kaleo Full and Kaleo A.

We utilize students to provide equity research under the perview of our Senior Portfolio Manager and an Associate Portfolio Manager. Students are esstentail by providing Qube with enough labour to cost effectively cover the 250-300 companies each year in our research universe. In addition to equity research, students work with portfolio managers to complete projects which help Qube improve our research program and ultimately our portfolio management for clients. Our drive for improving performance allows Qube to compete with the mass-market investment products.

Faculty Supervisor:

Michael Maier

Student:

Partner:

Qube Investment Management Inc.

Discipline:

Business

Sector:

Finance and Insurance

University:

University of Alberta

Program: