Profil
Mr. Andrey Omelchak, CFA, is a President, Chief Executive Officer & Chief Investment Officer at LionGuard Capital Management, Inc. He founded the firm in April 2014.
As President & CEO, he sets the Company’s corporate direction, makes key personnel hiring decisions and ensures adherence to the highest ethical and professional standards in all dealings.
As Chief Investment Officer, he oversees the investment strategy of the Funds managed by the Company.
Mr. Omelchak was previously employed as a Portfolio Manager by Montrusco Bolton Investments, Inc. and a Research Associate by Dundee Capital Markets, Inc.
He received his undergraduate degree from Concordia University and a graduate degree from Concordia University.
Postes actifs de Andrey Omelchak
| Sociétés | Poste | Début |
|---|---|---|
LionGuard Capital Management, Inc.
LionGuard Capital Management, Inc. Investment ManagersFinance LionGuard seeks to generate industry-leading risk-adjusted returns for their clients by capitalizing on the unique inefficiencies present in smaller-cap stock markets. The firm specializes on small- and medium-cap North American equities. They employ fundamental research and analysis on a market segment with numerous inefficiencies. LionGuard limits the size of assets they manage to preserve optimal long-term investment returns. | Directeur Général | 01/04/2014 |
Anciens postes connus de Andrey Omelchak
| Sociétés | Poste | Fin |
|---|---|---|
Montrusco Bolton Investments, Inc.
Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions. | Gestionnaire de Portefeuille-Actions | 01/03/2014 |
Dundee Capital Markets, Inc.
Dundee Capital Markets, Inc. Investment Banks/BrokersFinance Provides financing and advisory services | Corporate Officer/Principal | 01/01/2007 |
Formation de Andrey Omelchak
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Dundee Capital Markets, Inc.
Dundee Capital Markets, Inc. Investment Banks/BrokersFinance Provides financing and advisory services | Finance |
Montrusco Bolton Investments, Inc.
Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions. | Finance |
Concordia University
Concordia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LionGuard Capital Management, Inc.
LionGuard Capital Management, Inc. Investment ManagersFinance LionGuard seeks to generate industry-leading risk-adjusted returns for their clients by capitalizing on the unique inefficiencies present in smaller-cap stock markets. The firm specializes on small- and medium-cap North American equities. They employ fundamental research and analysis on a market segment with numerous inefficiencies. LionGuard limits the size of assets they manage to preserve optimal long-term investment returns. | Finance |
















