Adam Low Email & Phone Number

Canada

Toronto, Ontario, Canada

I manage equity portfolios for institutional clients. My role includes generating stock ideas with analysis on companies, markets, geopolitics, commodities, and currencies. My due diligence process incorporates qualitative and quantitative analysis, supported by building financial and valuation models. I am involved in the full cycle of the investment process, including portfolio performance and attribution analysis, institutional client and prospect presentations, tracking error scenario analysis, and leading our proxy voting. Over the last number of years, I have also been integrating ESG into our investment process, from the proxy voting policy, through to structuring the format of our ESG research, creating tools to monitor ESG metrics, and leading our ESG engagement communications with listed issuers.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

I strengthened relationships with institutional money managers and corporate clients by providing investment research recommendations in the metals & mining industry. My responsibilities included writing research (individually and in collaboration with colleagues), financial modeling, forecasting commodity prices, presenting investment ideas, and interacting with the media. I used my extensive knowledge of geopolitics and my industry insight to formulate profitable trading strategies that could be executed by our sales & trading team, and by our institutional clients. My initial focus was on base metals, but I have since expanded my expertise to precious metals and iron ore. I led the successful capture of market share in stocks that I covered, became a "go-to" analyst for the buy-side on these stocks, and achieved a top 20% Starmine stock picking ranking in mining & metals.

Toronto, Canada Area

I wrote investment research reports and provided financial modeling to support a senior analyst in the mining & metals industry. I aided the analyst in earning a top stock picking award. Additionally, I spearheaded the writing of investment theme reports focusing on stock selection within the mining sector based on geopolitical factors.

Toronto, Canada Area

I built financial models and wrote investment research with respect to the technology sector (IT services, software, hardware, and semiconductors). I became proficient in multi-tasking, while working for two analysts for overlapping periods of time. I contributed to the senior analysts earning stock picking and forecasting awards.

Toronto, Canada Area

I served as a financial controller on technology outsourcing contracts. My responsibilities included analyzing financial reports and contracts to ensure that projects kept within budget, resolving accounting inconsistencies, and reviewing the invoicing records. I was also responsible for forecasting and presenting business segment profit and loss analysis. For my efforts I was awarded the highest possible employee performance rating, was twice given roles of progressively greater responsibility including being the team lead in finance for a division.