![Andrew Chan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Andrew Chan
Directeur de la Recherche - Actions chez
PineStone Asset Management, Inc.
Profil
Mr. Andrew Chan is a Partner & Head of Research at PineStone Asset Management, Inc. He is responsible for the ongoing development of the firm’s fundamental research process and the proprietary tools the team utilizes.
Mr. Chan works with the firm’s CEO & CIO on portfolio construction decisions and with the firm’s analysts to set research priorities, develop and fine-tune the financial models, and ensure consistency of the final research documents.
He is the backup Portfolio Manager on the firm’s strategies and continues to hold research responsibility for some of the portfolio's core positions.
Before assisting in founding PineStone, Mr. Chan worked as the Director of Research for the Global Equity Team at Fiera Capital, where he was one of the original five team members.
He has also held roles in equity research for two private, Montreal-based investment firms.
He earned a Bachelor of Commerce from McGill University and a Master’s in Finance from HEC Montreal.
Postes actifs de Andrew Chan
| Sociétés | Poste | Début |
|---|---|---|
PineStone Asset Management, Inc.
 PineStone Asset Management, Inc. Investment ManagersFinance PineStone offers three investment strategies: Global, US, and International (Non-US) Equities. The firm’s investment strategies generally focus on attempting to achieve sustainable returns by investing in a concentrated (yet diversified) portfolio of what they believe to be high quality businesses. Their fundamentally driven investment process focuses on bottom-up company research. | Directeur de la Recherche - Actions | 01/02/2022 |
Anciens postes connus de Andrew Chan
| 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. | Directeur de la Recherche - Actions | 01/01/2022 |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
Fiera Holdings, Inc.
 Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital employs a variety of investment strategies, such as active fixed-income, structured fixed-income, Canadian equity, foreign equity, asset allocation, alternative investments, and quantitative strategies. | Analyst-Equity | 31/08/2010 |
Van Berkom & Associates, Inc.
 Van Berkom & Associates, Inc. Investment ManagersFinance Van Berkom believes the best opportunity for investment success is found by investing in high quality, well-managed, but mispriced small-cap companies and holding them for the long-term. The firm emphasizes bottom-up analysis to identify high-quality and undervalued companies. | Analyst-Equity | 31/03/2009 |
Montrusco Bolton Investments, Inc.
 Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions. | Analyst-Equity | 30/04/2007 |
Formation de Andrew Chan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Finance |
Van Berkom & Associates, Inc.
Van Berkom & Associates, Inc. Investment ManagersFinance Van Berkom believes the best opportunity for investment success is found by investing in high quality, well-managed, but mispriced small-cap companies and holding them for the long-term. The firm emphasizes bottom-up analysis to identify high-quality and undervalued companies. | Finance |
Montrusco Bolton Investments, Inc.
Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions. | Finance |
McGill University
 McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HEC Montréal
 HEC Montréal Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fiera Holdings, Inc.
Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital employs a variety of investment strategies, such as active fixed-income, structured fixed-income, Canadian equity, foreign equity, asset allocation, alternative investments, and quantitative strategies. | Finance |
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 |
PineStone Asset Management, Inc.
PineStone Asset Management, Inc. Investment ManagersFinance PineStone offers three investment strategies: Global, US, and International (Non-US) Equities. The firm’s investment strategies generally focus on attempting to achieve sustainable returns by investing in a concentrated (yet diversified) portfolio of what they believe to be high quality businesses. Their fundamentally driven investment process focuses on bottom-up company research. | Finance |
