Hugues Mclean, Cfa, Fsa (He/Him)

Hugues Mclean, Cfa, Fsa (He/Him) Email and Phone Number

Associate Director, Investments @ New Forests
Hugues Mclean, Cfa, Fsa (He/Him)'s Location
Greater Boston, United States, United States
Hugues Mclean, Cfa, Fsa (He/Him)'s Contact Details

Hugues Mclean, Cfa, Fsa (He/Him) work email

Hugues Mclean, Cfa, Fsa (He/Him) personal email

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About Hugues Mclean, Cfa, Fsa (He/Him)

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

Hugues Mclean, Cfa, Fsa (He/Him)'s Current Company Details
New Forests

New Forests

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Associate Director, Investments
Hugues Mclean, Cfa, Fsa (He/Him) Work Experience Details
  • New Forests
    Associate Director, Investments
    New Forests Sep 2024 - Present
    North Sydney, Nsw, Au
  • Cleantech Open Northeast / Necec
    Business And Sustainability Mentor
    Cleantech Open Northeast / Necec 2023 - Present
    Boston, Massachusetts, Us
    Provided 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.
  • Abrdn
    Investment Director
    Abrdn 2010 - 2023
    Edinburgh, Scotland, Gb
    ABERDEEN 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).
  • Chartwell Retirement Residences
    Investment Analyst
    Chartwell Retirement Residences 2008 - 2010
    Mississauga, 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.
  • Presima, A Slate Asset Management Business
    Stock Analyst (Reits)
    Presima, A Slate Asset Management Business 2006 - 2006
    Montréal, Qc, Ca

Hugues Mclean, Cfa, Fsa (He/Him) Skills

Financial Modeling Portfolio Management Investments Valuation Equities Risk Management Strategy Finance Analysis Due Diligence Trading Bloomberg Corporate Governance Financial Analysis Asset Management Capital Markets Investment Management Equity Research Financial Markets Investment Strategies Asset Allocation Forecasting Alpha Generation Presentation Skills Microsoft Excel Economics Reit Real Estate Software Development Esg Impact Investing Equity Valuation

Hugues Mclean, Cfa, Fsa (He/Him) Education Details

  • Université De Sherbrooke
    Université De Sherbrooke
    Finance
  • Université De Sherbrooke
    Université De Sherbrooke
    Finance

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.

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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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