Profil
Mr. Alfred C.
Sum, CFA, is a Senior Portfolio Manager & Partner at Hillsdale Investment Management, Inc. He is part of the team that manages Canadian and Global equity strategies.
As a member of the portfolio management team, he assists in the design and implementation of the firm’s proprietary research.
He has over 12 years’ experience in financial and quantitative analysis.
Prior to joining the firm in March 2008, Mr. Sum was an Investment Analyst at Cornerstone Capital Partners, Senior Analyst at TD Securities and Senior Risk Analyst at RBC Capital Markets.
He received both his BASC degree and MASC degree from the University of Toronto.
Postes actifs de Alfred C. Sum
| Sociétés | Poste | Début |
|---|---|---|
Hillsdale Investment Management, Inc.
Hillsdale Investment Management, Inc. Investment ManagersFinance Hillsdale is an active manager which specializes in equities, alternatives, ESG and customized mandates which are based on a disciplined and systematic approach to investment decision making. They believe that a measurable, rational, evidence-based process leads to superior investment results. The Hillsdale investment process embraces both fundamental and quantitative investment approaches, capturing the finest elements of these complementary perspectives. | Gestionnaire de Portefeuille-Actions | 01/08/2011 |
Anciens postes connus de Alfred C. Sum
| Sociétés | Poste | Fin |
|---|---|---|
Cornerstone Capital Partners, Inc.
Cornerstone Capital Partners, Inc. Investment ManagersFinance Cornerstone Capital Partners invests in companies located in the United States and Canada with an EBITDA of greater than USD 3 million and revenues ranging from USD 10 - 150 million. The firm targets companies operating in the fields of niche industrial, manufacturing, distribution and service sectors. It provides financing for buyout and recapitalization transactions. The firm does not invests in real estate, life sciences and technology related industries with any risk of technological obsolescence. | Corporate Officer/Principal | 01/06/2007 |
TD Securities, Inc.
TD Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/01/2007 |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/09/2005 |
Formation de Alfred C. Sum
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Hillsdale Investment Management, Inc.
Hillsdale Investment Management, Inc. Investment ManagersFinance Hillsdale is an active manager which specializes in equities, alternatives, ESG and customized mandates which are based on a disciplined and systematic approach to investment decision making. They believe that a measurable, rational, evidence-based process leads to superior investment results. The Hillsdale investment process embraces both fundamental and quantitative investment approaches, capturing the finest elements of these complementary perspectives. | Finance |
TD Securities, Inc.
TD Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornerstone Capital Partners, Inc.
Cornerstone Capital Partners, Inc. Investment ManagersFinance Cornerstone Capital Partners invests in companies located in the United States and Canada with an EBITDA of greater than USD 3 million and revenues ranging from USD 10 - 150 million. The firm targets companies operating in the fields of niche industrial, manufacturing, distribution and service sectors. It provides financing for buyout and recapitalization transactions. The firm does not invests in real estate, life sciences and technology related industries with any risk of technological obsolescence. | Finance |
















