![Francis Chu](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>)
Francis Chu
Corporate Officer/Principal chez
Dynamic Alternatives Fund
Profil
Mr. Francis M.
Chu, CFA, is a Managing Director of Portfolio Management at Hamilton Capital LLC and a Portfolio Manager at Dynamic Alternatives Fund.
He has over 22 years of experience in alternative investments and has successfully led investment processes at registered investment advisors, multi-family offices, and fund of hedge funds.
Mr. Chu was previously employed as Head of Investments at Bitterroot Capital Advisors, where he was responsible for asset allocation and investment selection across both the traditional and alternative asset classes.
He spent the early years of his career at Goldman Sachs and Arthur Andersen.
Mr. Chu joined Ivy Asset Management, which later became a subsidiary of BNY Mellon, where he managed multi-billion-dollar alternative investment portfolios.
He also became a Partner and Chief Investment Officer of Muirfield Capital Management, where he managed portfolios and advised clients on hedge fund investments.
He holds a Bachelor of Science from New York University, Stern School of Business.
He is a CFA charter holder.
Postes actifs de Francis Chu
| Sociétés | Poste | Début |
|---|---|---|
Dynamic Alternatives Fund
 Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Corporate Officer/Principal | 01/01/2021 |
Hamilton Capital LLC
 Hamilton Capital LLC Investment ManagersFinance Hamilton Capital seeks high-quality, risk-adjusted investment returns by utilizing their proprietary investment process. The firm emphasizes a top-down, macro-economic approach to portfolio management. Their clients’ investment strategies primarily invest in mutual funds (actively managed or indexed-type, passively managed); in exchange-traded funds (ETFs); separately managed investment managers; alternative investments (liquid and illiquid) or similar vehicles. In addition, for selected client accounts, Hamilton Capital may implement a fixed income strategy that focuses on individual debt securities. | Gestionnaire de Portefeuille-Actions | 01/02/2021 |
Anciens postes connus de Francis Chu
| Sociétés | Poste | Fin |
|---|---|---|
Muirfield Capital Management LLC
 Muirfield Capital Management LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/07/2010 |
Ivy Asset Management LLC
 Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors. | Corporate Officer/Principal | 30/04/2007 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/05/1998 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 30/06/1996 |
Lyxor Asset Management LLC
 Lyxor Asset Management LLC Investment ManagersFinance Lyxor US incorporates top-down macroeconomic considerations and investment convictions and bottom-up manager-level analysis subject to limitations imposed by the specific client. As to portfolio construction, the firm relies upon a proprietary risk allocation model which is designed to guide their investment recommendations. | Trading-Equity | - |
Formation de Francis Chu
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Ivy Asset Management LLC
Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Muirfield Capital Management LLC
Muirfield Capital Management LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hamilton Capital LLC
Hamilton Capital LLC Investment ManagersFinance Hamilton Capital seeks high-quality, risk-adjusted investment returns by utilizing their proprietary investment process. The firm emphasizes a top-down, macro-economic approach to portfolio management. Their clients’ investment strategies primarily invest in mutual funds (actively managed or indexed-type, passively managed); in exchange-traded funds (ETFs); separately managed investment managers; alternative investments (liquid and illiquid) or similar vehicles. In addition, for selected client accounts, Hamilton Capital may implement a fixed income strategy that focuses on individual debt securities. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lyxor Asset Management LLC
Lyxor Asset Management LLC Investment ManagersFinance Lyxor US incorporates top-down macroeconomic considerations and investment convictions and bottom-up manager-level analysis subject to limitations imposed by the specific client. As to portfolio construction, the firm relies upon a proprietary risk allocation model which is designed to guide their investment recommendations. | Finance |
Dynamic Alternatives Fund
Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
