![Hoa Hong](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Hoa Hong
Portfolio Manager-Equities at
BMO Asset Management, Inc.
Profile
Ms. Hoa H.
Hong, CFA MBA, is a Director & Portfolio Manager of Global Equity at BMO Asset Management, Inc. She has over 20 years of investment experience in both equity and fixed income and specializes in energy and resources.
Ms. Hong was employed as a Vice President of Portfolio Management & Portfolio Manager by CI Investments, Inc., an Analyst by Canaccord Adams, a Health Economist by Bayer AG, and an Associate by BMO Capital Markets Corp.
(Canada).
She holds the Chartered Financial Analyst (CFA) designation, an MBA from McMaster University, and a Bachelor of Pharmacy from the University of Toronto.
Hoa Hong active positions
| Companies | Position | Start |
|---|---|---|
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Portfolio Manager-Equities | 01/07/2022 |
Former positions of Hoa Hong
| Companies | Position | End |
|---|---|---|
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Analyst-Fixed Income | 01/01/2018 |
Canaccord Adams
 Canaccord Adams Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/03/2006 |
BMO Capital Markets Corp. (Canada)
 BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2004 |
| BAYER AG | Corporate Officer/Principal | 01/01/2003 |
Training of Hoa Hong
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
77
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Bayer AG
 Bayer AG Pharmaceuticals: MajorHealth Technology Provides health care, nutrition and high-tech material services | Health Technology |
BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance Provides brokerage services | Finance |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Finance |
Canaccord Adams
Canaccord Adams Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McMaster University
 McMaster University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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