John Yu Email & Phone Number

- Worked closely with Portfolio Manager in managing a concentrated long-only equity fund- Conducted detailed company analysis including meetings and conference calls with senior management and onsite due diligence such as visiting silver mines in Mexico- Assisted in the firm’s shareholder activism campaigns in two publicly traded stocks which led to significant increase in stock price- Researched hundreds of small-cap companies using a checklist approach to generate investment ideas

Toronto, Canada Area

- Worked closely with Portfolio Manager in managing a long/short global government bond fund- Researched and analyzed economic trends, monetary and fiscal policies of major developed and emerging countries (Europe, US, Brazil, China, Japan)-Performed relative valuation and spread analysis on zero-coupon, treasury and inflation-linked bonds across different maturities and countries

Toronto, Canada Area

Conducted company and industry analysis on financial services companies, specifically banks and broker/dealers, and made actionable investment recommendations

Master Of Financial Economics

Bachelor Of Business Administration (B.B.A.), Finance