Hong Wong

Experience

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  Transamerica Life Canada

  Jan 2001 - Jun 2006

  Investment Accountant

  * Value illiquid securities such as private placements, subscription receipts and purchase warrants* Research corporate actions and calculate its impact on investment portfolios* Liaise with portfolio managers and traders to resolve security positions and trade issues

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  VC Brokerage Limited

  Nov 2006 - Jun 2007

  Research Analyst

  * Conduct in-depth fundamental equity research through company meeting and external sources* Responsible for writing research reports and participating in presentations and marketing activities. * Provide research support for institutional and internal clients* Attend analyst meetings, earning events and conduct company management interviews* Coverage include HK-listed mid and small caps

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  Morningstar

  Jul 2007 - Feb 2008

  Research Analyst

  * Execute equity trades in Asian Pacific markets using various strategies* Add value by consistently communicating market information and insight to portfolio managers to develop best trading strategy* Help generate investment ideas by developing fundamental equity research, financial models and stock screens for portfolio managers* Provide analytic support on benchmark and performance metrics

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  Investors Group

  Mar 2008 - Oct 2013

  * I.G. Investment Management, part of Investors Group, is one of the largest financial institution and mutual fund managers in Canada with global AUM of over USD125bn* Sector coverage includes listed companies in China consumer discretionary, staples, auto and internet * Undertake in-depth fundamental stock research through meeting company senior management and external experts* Develop detailed financial forecasts and valuation models for covered stock universe* Generate sector strategies and investment ideas to portfolio managers in H.K. and other offices in North America and Europe Show less

  • Investment Analyst

    Jan 2011 - Oct 2013

  • Equity Trader

    Mar 2008 - Dec 2010
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  Axiom Investment Management Limited

  Mar 2014 - Apr 2015

  Assistant Fund Manager

  * Axiom Investment Management is a boutique asset and discretionary account investment manager* Assist CIO in managing long/short absolute return fund in all facets of investment management process from portfolio strategy, asset allocation, and stock selection to risk management* Expanded equity coverage to general H.K. listed equities and U.S. listed equities* Participate in internal and external investment conferences

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  Mordril Investments Limited

  Jul 2015 - Mar 2017

  Assistant Portfolio Manager

  * Co-managed family office long only balanced portfolios (AUM over US$400m) and outperformed equity benchmarks MSCI World and MSCI Asia Pacific ex. Japan during tenure* Actively involved in all facets of investment management beginning with asset class allocation, country/sector allocation, in addition to bottom-up stock picking in order to generate alpha* Expanded equity coverage to U.S. European, Asia Pacific big caps, with particular expertise on China and India* Mentor and assist research analyst in achieving personal and team objectives* Participate in investment conferences and forums Show less

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  Mordril Investment Limited

  Apr 2017 - Aug 2021

  Portfolio Manager

  * Managed family office long only balanced portfolios (AUM over US$400m) and outperformed equity benchmarks MSCI World and MSCI Asia Pacific ex. Japan during tenure* Actively involved in all facets of investment management beginning with setting long term risk/return objectives, asset class allocation, country/sector allocation, in addition to bottom-up stock picking in order to achieve return targets and generate alpha* Designed and revamped investment selection process * Mentor and assist junior analysts in achieving personal and team objectives* Participate in investment conferences and forums Show less

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  Wellington-Altus

  Oct 2022 - now

  Senior Analyst, Investment Product Research

  Responsible for conducting independent analysis on mutual funds, ETFs, and private/alternative investment strategies.