Profil
Mr. Jeremy Lin, CFA MBA, is a Portfolio Manager at Purpose Investments, Inc. He has over 14 years of investment management experience and has been with Purpose as a Portfolio Manager for 8 years.
Mr. Lin was previously employed as a Senior Investment Analyst by Black Swan Dexteritas, Inc. He also worked as a Portfolio Manager at Teldar Asset Management Inc.
He received his undergraduate degree from the University of Toronto and an MBA from Rotman School of Management.
Aktive Positionen von Jeremy Lin
| Unternehmen | Position | Beginn |
|---|---|---|
Purpose Investments, Inc.
Purpose Investments, Inc. Investment ManagersFinance Purpose Investments has built a modern discipline of investment management, rooted in their history of rules-based processes and complemented with the best active management in specialized asset classes and strategies, and strengthened by their commitment to managing risk every step of the way. The firm builds a resilient portfolio with strategies designed for specific outcomes, such as sustainable growth, reliable income, capital protection and uncorrelated returns. | Portfolio Manager-Aktien | 01.01.2018 |
Ehemalige bekannte Positionen von Jeremy Lin
| Unternehmen | Position | Ende |
|---|---|---|
Black Swan Dexteritas, Inc.
Black Swan Dexteritas, Inc. Investment ManagersFinance BSD aims to achieve superior performance in the markets by utilizing a bottom-up approach to identify mispriced stocks within the technology sector and diversifying within various subsectors to minimize risks while maximizing returns. The firm works closely with each client to understand their return and risk objectives, which may span from capital preservation to cash flow generation. Their portfolio of 35 to 40 stocks is well diversified across 11 technology subsectors. | Analyst-Equity | 01.10.2016 |
Ausbildung von Jeremy Lin
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Rotman School of Management
Rotman School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Purpose Investments, Inc.
Purpose Investments, Inc. Investment ManagersFinance Purpose Investments has built a modern discipline of investment management, rooted in their history of rules-based processes and complemented with the best active management in specialized asset classes and strategies, and strengthened by their commitment to managing risk every step of the way. The firm builds a resilient portfolio with strategies designed for specific outcomes, such as sustainable growth, reliable income, capital protection and uncorrelated returns. | Finance |
Black Swan Dexteritas, Inc.
Black Swan Dexteritas, Inc. Investment ManagersFinance BSD aims to achieve superior performance in the markets by utilizing a bottom-up approach to identify mispriced stocks within the technology sector and diversifying within various subsectors to minimize risks while maximizing returns. The firm works closely with each client to understand their return and risk objectives, which may span from capital preservation to cash flow generation. Their portfolio of 35 to 40 stocks is well diversified across 11 technology subsectors. | Finance |
















