Alfred Sum
Senior Portfolio Manager @Hillsdale Investment Management Inc.
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WORK HISTORY
Senior Portfolio Manager @Hillsdale Investment Management Inc.
Mr. Sum is a Senior Portfolio Manager on the team that manages Canadian and global equity strategies. As a member of the portfolio management team, he assists in the design and implementation of the firm’s proprietary research.
EDUCATION
AY Jackson
High school diploma
University of Toronto
BASc (Bachelor of Applied Science), Engineering Science
University of Toronto
MASc (Master of Applied Science), Computer and Electrical Engineering
SKILLS
ABOUT ALFRED SUM
Senior Portfolio Manager, PartnerMr. Sum is a Senior Portfolio Manager on the team that manages Canadian and global equity strategies. As a member of the portfolio management team, he assists in the design and implementation of the firm’s proprietary research. Prior to joining Hillsdale, Mr. Sum was an Investment Analyst at Cornerstone Capital Partners, Senior Analyst at TD Securities and Senior Risk Analyst at RBC Capital Markets. Mr. Sum has over 16 years experience in financial and quantitative analysisSpecialties: CFA Charterholder (CFA)Certified Financial Risk Manager (FRM)Languages: Fluent in English, Mandarin and CantoneseSoftware: Bloomberg, C.P.M.S, Capital IQ, Clarifi, MS Excel, MS SQL, Matlab, RiskWatch Programming: Matlab, Visual Basic Application (VBA), SQL, C++
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