Lincoln Jiang,
CFA® Associate Portfolio ManagerLincoln Jiang, CFA, is an Associate Portfolio Manager on the team. He joined in December 2010 and manages discretionary equity and balanced portfolios for private clients, corporations, and institutions.
He enjoys uncovering misunderstood and mispriced securities. His background in psychology informs a behavioural perspective on markets, where opportunities often arise from the gap between what a business earns and what investors believe about its prospects. This perspective is complemented by fundamental analysis to identify attractive risk-reward opportunities for clients.
Lincoln was awarded the Chartered Financial Analyst (CFA®) designation in 2014 and graduated from the University of Victoria in 2009 with a major in Psychology and a minor in Business. He is securities and options licensed in British Columbia and holds U.S. cross-border registration, allowing him to advise Canadian residents who are U.S. citizens, green card holders, or who hold U.S.-situs assets.
Based in Victoria, he lives with his wife and two children. Outside of work, he enjoys reading, chess, music, and basketball.
