Hugues Mclean, Cfa, Fsa (He/Him) Email and Phone Number
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Hugues Mclean, Cfa, Fsa (He/Him) personal email
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SUSTAINABILITY INVESTMENT PROFESSIONALUS and Canadian CitizenPassionate investor with over 16 years of bottom-up equity research experience, including 12 years of co-managing US public equity funds. Contributed to the success of several strategies, including Aberdeen’s U.S. Small Cap fund, which grew to $2B in AUM. Generated a strong track record of picking undervalued companies across various sectors, including within themes closely aligned with the UN Sustainable Development Goals (e.g., natural resources, renewable energy, water solutions, circular economy, ag-tech, etc.). Deep ESG integration expertise enhanced by three industry-leading certifications. Volunteered at the Cleantech Open Accelerator Program as a Sustainability and Business Mentor to help ambitious startups build a successful business plan to raise capital.You can reach me at: huguesmclean123@gmail.com
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Associate Director, InvestmentsNew Forests Sep 2024 - PresentNorth Sydney, Nsw, Au -
Business And Sustainability MentorCleantech Open Northeast / Necec 2023 - PresentBoston, Massachusetts, UsProvided my expertise as a Business and Sustainability professional to help ambitious startups build a solid business case to raise capital and generate a significant positive impact on society. -
Investment DirectorAbrdn 2010 - 2023Edinburgh, Scotland, GbABERDEEN STANDARD INVESTMENTS– NORTH AMERICAN EQUITIES (Boston, U.S.) Portfolio Manager (2016 – 3/ 2023)Assistant Portfolio Manager (2013 – 2015)Equity Research Analyst (2010 – 2012)• Portfolio Management: Co-managed several strategies: US Small Cap fund (2013-2018), US SMID Cap fund (2016-2020), US Sustainability Leaders fund (2020-2023), US Impact fund (2020-2023). • Equity Research Analysis: Generated unique research insights which resulted in positive alpha across various sectors, including Industrials, Energy, Real Estate, Materials, IT, and Utilities. • Sustainability Investing and Reporting: Debated about the inclusion of certain stocks within our investment universe using critical data and insights gathered from impactful engagements with company executives. Generated differentiated reports on the impact and the sustainability of our strategies.• Team Contribution and Mentoring: Provided thoughtful feedback on other team members' investment recommendations to advance the team's knowledge. Mentored other team members on value-added ESG integration to proactively identify material risks and opportunities. Developed several valuable Excel reports for the team members to make better investment decisions. • Global Investment Experience: Conducted fundamental analysis on public companies while living abroad in Asia (2011), Europe (2015), and Brazil (2017). Contributed to global thematic strategies with my deep knowledge of the leading global environmental solution providers. • Fundraising: Presented our investment process, past performance, portfolio decisions, and investment outlook to clients to grow our team's assets under management (AUM). -
Investment AnalystChartwell Retirement Residences 2008 - 2010Mississauga, Ontario, Ca*Maestro Retirement Residences Funds sold their portfolio in 2012 to Chartwell Retirement Residences and Healthcare Care REIT.- Commercial real estate investing: Evaluated and priced many Canadian Senior and Student housing properties to deploy the firm's capital while outperforming the minimum required internal rate of return (IRR). - Portfolio management Excel tool: Created a real estate portfolio management tool to assess past performance and help make better portfolio decisions. - Debt negotiation: Negotiated the optimal financing structure for each of our properties with lenders to maximize our portfolio's risk-adjusted return. -
Stock Analyst (Reits)Presima, A Slate Asset Management Business 2006 - 2006Montréal, Qc, Ca
Hugues Mclean, Cfa, Fsa (He/Him) Skills
Hugues Mclean, Cfa, Fsa (He/Him) Education Details
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Université De SherbrookeFinance -
Université De SherbrookeFinance
Frequently Asked Questions about Hugues Mclean, Cfa, Fsa (He/Him)
What company does Hugues Mclean, Cfa, Fsa (He/Him) work for?
Hugues Mclean, Cfa, Fsa (He/Him) works for New Forests
What is Hugues Mclean, Cfa, Fsa (He/Him)'s role at the current company?
Hugues Mclean, Cfa, Fsa (He/Him)'s current role is Associate Director, Investments.
What is Hugues Mclean, Cfa, Fsa (He/Him)'s email address?
Hugues Mclean, Cfa, Fsa (He/Him)'s email address is hu****@****set.com
What is Hugues Mclean, Cfa, Fsa (He/Him)'s direct phone number?
Hugues Mclean, Cfa, Fsa (He/Him)'s direct phone number is +121540*****
What schools did Hugues Mclean, Cfa, Fsa (He/Him) attend?
Hugues Mclean, Cfa, Fsa (He/Him) attended Université De Sherbrooke, Université De Sherbrooke.
What are some of Hugues Mclean, Cfa, Fsa (He/Him)'s interests?
Hugues Mclean, Cfa, Fsa (He/Him) has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.
What skills is Hugues Mclean, Cfa, Fsa (He/Him) known for?
Hugues Mclean, Cfa, Fsa (He/Him) has skills like Financial Modeling, Portfolio Management, Investments, Valuation, Equities, Risk Management, Strategy, Finance, Analysis, Due Diligence, Trading, Bloomberg.
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