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Kon-Yu Lau
Portfolio Manager-Fixed Income chez
Lincluden Investment Management Ltd.
Profil
Mr. Kon-Yu Lau, CFA, is a Portfolio Manager at Morguard Lincluden Global Investments Ltd.
Prior to joining Lincluden, Mr. Lau served as Vice President and Senior Portfolio Manager at Fiera Capital, where he oversaw approximately C$8 billion in Canadian fixed income corporate credit on behalf of insurance, institutional, and mutual fund clients.
He brings over 20 years of investment experience, including senior roles in fixed income management at Foresters Financial and AEGON Capital Management Inc.
He received his undergraduate degree from McGill University.
Postes actifs de Kon-Yu Lau
| Sociétés | Poste | Début |
|---|---|---|
Lincluden Investment Management Ltd.
 Lincluden Investment Management Ltd. Investment ManagersFinance Lincluden employs traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Their valuation and portfolio structuring process incorporates a top-down approach to determine asset mix, and a bottom-up process to individual security selection. | Portfolio Manager-Fixed Income | 01/03/2026 |
Anciens postes connus de Kon-Yu Lau
| Sociétés | Poste | Fin |
|---|---|---|
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance FCC-IM is an active, research-driven manager that offers a broad spectrum of investment strategies across asset classes, styles, and capitalization ranges. The firm provides extensive expertise in Canadian active and structured fixed-income, Canadian and foreign equity, asset allocation, and non-traditional investment solutions through a broad range of strategies and services. Independent bottom-up fundamental research is the cornerstone of their Canadian and foreign equity strategies, while rigorous top-down fundamental research, independent of sell-side analysis and of credit rating agencies, is the cornerstone of their actively managed fixed-income strategies, resulting in opinions that are independent of market views. | Portfolio Manager-Fixed Income | 01/07/2025 |
AEGON Capital Management, Inc.
 AEGON Capital Management, Inc. Investment ManagersFinance AEGON Capital Management's focus is to provide exceptional income and capital preservation solutions for their clients. The firm seeks to add value through their proprietary, bottom-up research that applies a prudent, disciplined and repeatable investment process. Equity and fixed income portfolios are built from the bottom-up based on thorough fundamental analysis. Rigorous internal research and modeling ensures that each investment decision is supported by objective information. The firm's hands-on research is over-laid with a top-down macro view supplemented by weekly team meetings in which portfolio positions are reviewed, debated and challenged in relation to their price targets and investment theses. AEGON builds focused, high-conviction portfolios with only 40 to 50 their best ideas making it into the portfolio. This leads to a relatively high concentration with the top ten holdings accounting for about 40% of total assets. They also have a strict upside and downside discipline: stocks are placed under formal review if they fall 10% and must offer compelling upside for purchase. For their income and yield portfolios, AEGON seeks to generate sustainable income and yield within equity portfolios. Their investment approach involves careful analysis of the TSX and S&P500 universe of companies to identify sustainable dividend payers, cutters and risers. When constructing equity income portfolios, AEGON is particularly interested in these high-quality dividend offerings that offer sustainable and growing yields. | Analyst-Fixed Income | 04/05/2016 |
AEGON Canada, Inc.
 AEGON Canada, Inc. Investment ManagersFinance Provides life insurance and investment services | Corporate Officer/Principal | 31/12/2001 |
Foresters Asset Management, Inc.
 Foresters Asset Management, Inc. Investment ManagersFinance Provides investment advice | Portfolio Manager-Fixed Income | - |
Formation de Kon-Yu Lau
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
AEGON Capital Management, Inc.
AEGON Capital Management, Inc. Investment ManagersFinance AEGON Capital Management's focus is to provide exceptional income and capital preservation solutions for their clients. The firm seeks to add value through their proprietary, bottom-up research that applies a prudent, disciplined and repeatable investment process. Equity and fixed income portfolios are built from the bottom-up based on thorough fundamental analysis. Rigorous internal research and modeling ensures that each investment decision is supported by objective information. The firm's hands-on research is over-laid with a top-down macro view supplemented by weekly team meetings in which portfolio positions are reviewed, debated and challenged in relation to their price targets and investment theses. AEGON builds focused, high-conviction portfolios with only 40 to 50 their best ideas making it into the portfolio. This leads to a relatively high concentration with the top ten holdings accounting for about 40% of total assets. They also have a strict upside and downside discipline: stocks are placed under formal review if they fall 10% and must offer compelling upside for purchase. For their income and yield portfolios, AEGON seeks to generate sustainable income and yield within equity portfolios. Their investment approach involves careful analysis of the TSX and S&P500 universe of companies to identify sustainable dividend payers, cutters and risers. When constructing equity income portfolios, AEGON is particularly interested in these high-quality dividend offerings that offer sustainable and growing yields. | Finance |
AEGON Canada, Inc.
AEGON Canada, Inc. Investment ManagersFinance Provides life insurance and investment services | Finance |
McGill University
 McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fiera Capital Corp. (Investment Management)
Fiera Capital Corp. (Investment Management) Investment ManagersFinance FCC-IM is an active, research-driven manager that offers a broad spectrum of investment strategies across asset classes, styles, and capitalization ranges. The firm provides extensive expertise in Canadian active and structured fixed-income, Canadian and foreign equity, asset allocation, and non-traditional investment solutions through a broad range of strategies and services. Independent bottom-up fundamental research is the cornerstone of their Canadian and foreign equity strategies, while rigorous top-down fundamental research, independent of sell-side analysis and of credit rating agencies, is the cornerstone of their actively managed fixed-income strategies, resulting in opinions that are independent of market views. | Finance |
Lincluden Investment Management Ltd.
Lincluden Investment Management Ltd. Investment ManagersFinance Lincluden employs traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Their valuation and portfolio structuring process incorporates a top-down approach to determine asset mix, and a bottom-up process to individual security selection. | Finance |
Foresters Asset Management, Inc.
Foresters Asset Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
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