Simon Chiu, CFA
Vice President, Portfolio Manager Mackenzie Cundill Team Investment experience since 2006
Simon Chiu, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Cundill Team. Simon provides fundamental investment research as well as co-managing the Mackenzie Cundill Canadian Security & the Mackenzie Cundill Canadian Balanced mandates.
Simon’s industry experience started in 2006 and he joined Mackenzie Investments in 2011.Prior to joining Mackenzie, Simon served as an equity analyst for a Hong Kong-based hedge fund utilizing a value-oriented investment approach on Asian equities. He also served as an associate for a capital management company from 2007 to 2010 and before that he was a research associate at a Canadian independent research firm specializing in small-cap US and Canadian equities.
Simon has a BCom (Hons) in Finance and Accounting from the Sauder School of Business at the University of British Columbia, and is a CFA charterholder.