Profilo
Mr. Nicholas Z.
Szucs, CFA, is a Managing Principal, Portfolio Manager & Head of Canadian Equity at Leith Wheeler Investment Counsel Ltd. He joined the firm in June 2011.
He is responsible for covering the Insurance, Health Care, Energy, Pipelines, Materials, Gold, and Precious Metals sectors.
He also sits on the company’s Board of Directors.
Mr. Szucs was previously employed as a Portfolio Manager by Brevan Howard Asset Management LLP and an Investment Analyst by Sofaer Global Research (UK) LLP.
He holds a Bachelor of Commerce degree from the University of British Columbia, and is a Chartered Financial Analyst (CFA) charterholder.
Posizioni attive di Nick Szucs
| Società | Posizione | Inizio |
|---|---|---|
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Direttore/Membro del Consiglio | 01/11/2024 |
Precedenti posizioni note di Nick Szucs
| Società | Posizione | Fine |
|---|---|---|
Sofaer Global Research (UK) LLP
Sofaer Global Research (UK) LLP Investment ManagersFinance SGR-UK is an active investor which specializes in managing fundamental equity long/short strategies. They invest across geographical borders and have specialist expertise for Asian and European equity. SGR's investment style combines top-down and bottom-up research. The firm first looks at macroeconomic factors and aims to identify regions where liquidity is expanding or contracting. They then select individual markets in which to pick stocks which they believe to be attractive. The firm's research process is backed by a company visitation program and their core investees receive several visits each year. SGR-UK controls risk and preserves capital by monitoring the technical behavior of markets and stocks in which their portfolios are invested. | Corporate Officer/Principal | 02/08/2008 |
Brevan Howard Asset Management LLP
Brevan Howard Asset Management LLP Investment ManagersFinance Brevan Howard specializes in global macro and digital assets. The firm’s investment approach combines directional, relative value and derivative trading strategies designed to deliver orthogonal but complementary returns across a broad range of investment solutions. They differentiate their investment process via their three core pillars of expertise in macro thinking, trade structuring and risk management. | Corporate Officer/Principal | 01/05/2011 |
Formazione di Nick Szucs
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Sofaer Global Research (UK) LLP
Sofaer Global Research (UK) LLP Investment ManagersFinance SGR-UK is an active investor which specializes in managing fundamental equity long/short strategies. They invest across geographical borders and have specialist expertise for Asian and European equity. SGR's investment style combines top-down and bottom-up research. The firm first looks at macroeconomic factors and aims to identify regions where liquidity is expanding or contracting. They then select individual markets in which to pick stocks which they believe to be attractive. The firm's research process is backed by a company visitation program and their core investees receive several visits each year. SGR-UK controls risk and preserves capital by monitoring the technical behavior of markets and stocks in which their portfolios are invested. | Finance |
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Finance |
University of British Columbia
University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brevan Howard Asset Management LLP
Brevan Howard Asset Management LLP Investment ManagersFinance Brevan Howard specializes in global macro and digital assets. The firm’s investment approach combines directional, relative value and derivative trading strategies designed to deliver orthogonal but complementary returns across a broad range of investment solutions. They differentiate their investment process via their three core pillars of expertise in macro thinking, trade structuring and risk management. | Finance |
















