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Portfolio Management

Jim Huang, CFA, CPA, CGA, President and Portfolio Manager

Mr. Huang has over 20 years of investment experience. Having started his career in Calgary as a brokerage research associate, Jim returned to Toronto to become a buy side investment analyst and over the years progressed to be a highly successful portfolio manager. Most recently he was with Natcan investment Management Inc. and its predecessor Altamira Management Ltd.

Jim has developed strong relationships in the Canadian oil patch from the beginning of his career. As lead or co-manager, Jim has managed over $2 billon in mutual funds and institutional assets, including all of the resource and equity income products in the Altamira and National Bank mutual fund families. In particular, Altamira Energy Fund, Altamira Resource Fund, Altamira Precious and Strategic Metals Fund and AltaFund (a Canadian Equity fund focusing on Western Canada) had industry-leading performance and won awards and positive press coverage.

Jim holds the Chartered Financial Analyst and the Certified General Accountant designations, and a Bachelor of Commerce (High Distinction) degree from the University of Toronto.

Manager's Profile

Claire Kim, CFA, Research Analyst, Equities / Operation Manager

Claire brings a diverse set of skills in equity research, banking and administration. She has covered public equities extensively in the telecomunication, health care and consumer sectors. Claire holds a Bachelor of Commerce degree from the University of Toronto and is a CFA charter holder.

 

Support

Yong Shi , CPA, CMA, Consultant

Ms. Shi developed her expertise in the accounting and finance in a variety of industries such as furniture manufacturing, auto parts, lighting and food services over two decades. Ms. Shi is a Chartered Professional Accountant and graduated from York University with a Bachelor of Business Administration degree.

 

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Last modified June 3, 2013