We are pleased to release our quarterly & annual Partnership Letters.

2019 Q1
2018 Q1 Q2 Q3 Annual
2017 Q1 Q2 Q3 Annual
2016 Q1 Q2 Q3 Annual
2015 Semi-Annual Annual
2014 Annual


Ascendant Group Press Release

Q1 2019 Partnership Letter

Ascendant Group Shareholder Letter

2018 Annual Partnership Letter

Nominated for Best Global Equity Emerging Manager

IBV in the News: Passive gets aggressive

IBV in the News: Money Talk Interview

Q3 2018 Partnership Letter

Q2 2018 Partnership Letter

Press Release: IBV Capital is now available on the RBC retail platform

We’re Hiring: Junior Financial Analyst

IBV in the News: Quoted in The Wall Street Journal

IBV in the News: IBV Capital digs deep to unlock long-term value in a competitive market

IBV in the News: Investing during Tough Times for Trade

Q1 2018 Partnership Letter

IBV in the News: Taking a “Suggestivist” Approach to Value Investing

IBV in the News: Spring Training For Portfolios

2017 Annual Partnership Letter

IBV in the News: How we achieved a 17.8% return last year

Q3 2017 Partnership Letter

IBV in the News: Five Things I Wish Someone Told Me

We’re Hiring: Vice President of Finance and Operations

Portfolio Announcement: Scripps Network Interactive (SNI)

Q2 2017 Partnership Letter

IBV in the News: What To Do About Those Lower Returns

Q1 2017 Partnership Letter

IBV in the News: Capitalize for Kids – Vertu Motors PLC

IBV in the News: CFA Equity Symposium

2016 Annual Partnership Letter

IBV in the News: Deep Value Investing – Dispelling the Ultimate Investing Misconceptions

Q3 2016 Partnership Letter

Our team is expanding: Investment Analyst Posting

Q2 2016 Partnership Letter

Q1 2016 Partnership Letter

2015 Annual Partnership Letter

IBV Capital Achieves Critical Growth Milestone: $50 Million in AUM

IBV in the News: Our Profile in Business Elite Canada Magazine

2015 Semi-Annual Partnership Letter

2014 Annual Partnership Letter

IBV’s Recommended Reading List

IBV Capital Global Value Fund Launch

White Papers

An Uncommon, Yet Practical Approach to Risk


IBV’s Recommended Reading List