LionGuard Capital Management Inc.

LionGuard Capital Management Inc. is a specialized investment management company with expertise on small and medium capitalization equities. Our unique investment solutions benefit from detailed fundamental research and analysis on market segment with numerous inefficiencies. Our clientele includes large institutional investors, foundations, endowments, family offices and fund of funds.

Investment Strategies

LionGuard Opportunities Fund

Long/Short

Lionguard Market Neutral Strategy

Market Neutral

LionGuard Canadian Small Cap Fund

Long Only

Team

Full Bio

Andrey Omelchak, CFA, CIM, FRM, M.Sc.

President, CEO & Chief Investment Officer

Andrey Omelchak is the President, Chief Executive Officer and Chief Investment Officer of LionGuard Capital Management Inc., the Company he founded in April 2014. As President & CEO, Andrey 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, Andrey oversees the investment strategy of the Funds managed by the Company.

lionguard@lionguardcapital.com
+1 (514) 448-6442
Full Bio

Sylvain Brosseau

Board Member

Sylvain Brosseau is a Founding Partner of Walter Global Asset Management and has served as its Chief Executive Officer since the company was founded in 2018. His proven expertise in generating growth allows him to support independent asset management firms in reaching new heights.

Full Bio

Pierre Czyzowicz, MBA, CFA, CAIA

Managing Director, Head of Distribution

Pierre Czyzowicz joined LionGuard’s senior leadership in 2020 as Managing Director and Head of Distribution. Pierre is responsible for overseeing all aspects of distribution including business development and relationship management. His vast experience in the investment industry at Canadian and international firms gives him a thorough understanding of the best practices in place at world-class firms across the globe.

pierrec@lionguardcapital.com
+1 (514) 380-5788
Full Bio

Jivka Angelova, M.Sc.

Senior Manager, Operations, Accounting & Compliance

In her role of Senior Manager, Operations, Jivka Angelova is in charge of numerous operational procedures which includes but are not limited to acting as a liaison with our third party service providers in regards of trade settlements, NAV & finance accounting, investors statements, annual and semi-annual financial statements of the funds and the company, audit, etc. As part of her compliance role she is dealing with regulatory authorities to ensure all of reporting and other requirements are up to date.

jangelova@lionguardcapital.com
+1 (514) 448-6442
Full Bio

Wei Lin, M.Sc., CFA Level III Candidate

Senior Associate, Operations

Wei Lin joined LionGuard Capital Management as a Senior Associate, Operations. As a Senior Associate, he acts as a liaison between all key service providers and reconciles investment transactions within our company’s funds, assists in all day-to-day administrative tasks, including investors’ documents, and actively ensures best practices are applied in our operations department.

wlin@lionguardcapital.com
+1 (514) 448-6442
Full Bio

Jordan Steiner, CFA

Portfolio Manager

Jordan Steiner joined LionGuard Capital Management as Portfolio Manager in 2020. His role spans sourcing of investment ideas, research and analysis, investment monitoring, as well as managing LionGuard’s client assets across select funds and strategies. Excellent at uncovering ideas in out-of-the-way places, Jordan then conducts detailed fundamental research on potential investments which includes going through numerous public filings, speaking with interested parties, and ultimately determining if LionGuard’s stringent requirements both in terms of business quality and margin of safety are met.

jsteiner@lionguardcapital.com
+1 (438) 476-3766
Full Bio

Jay Tan, CFA

Investment Officer

Jay Tan is an Investment Officer at LionGuard Capital Management Inc. He conducts fundamental research on companies and industries of interest, writes detailed research reports based on thorough due diligence and analysis. Jay also attends companies annual shareholders meetings and numerous industry conferences, reviews financial statements of the companies of interest, ensures to be on top of any changes to the regulatory environment as it pertains to the securities of interest, etc.

jtan@lionguardcapital.com
+1 (514) 380-5786
Full Bio

Colin Lebeau-Mathieu, CFA

Senior Investment Analyst

Colin Lebeau-Mathieu is a Senior Investment Analyst at LionGuard Capital Management Inc. At LionGuard, he conducts fundamental research on companies and industries of interest, under the supervision of the Chief Investment Officer. Specifically, he meets with the management teams of companies, participates on numerous conference calls, visits companies’ operations, builds detailed financial models, attends industry conferences etc.

clmathieu@lionguardcapital.com
+1 (514) 448-6443
Full Bio

Karim Meneeim, CFA Level III Candidate

Senior Investment Analyst & Risk Manager

Karim Meneeim is a Senior Investment Analyst & Risk Manager at LionGuard Capital Management Inc. As a Senior Investment Analyst, he conducts fundamental research on companies and industries of interest, under the supervision of the Chief Investment Officer. Specifically, he meets with the management teams of companies, participates on numerous conference calls, visits companies’ operations, builds detailed financial models, attends industry conferences etc.

kmeneeim@lionguardcapital.com
+1 (514) 380-5787

Awards & Recognition

BarclayHedge Recognition Award for Excellence Top 10 November 2019 for LionGuard Opportunities Fund

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LionGuard Capital Management set to accelerate growth through new partnership with Walter Global Asset Management

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Quebec Emerging Managers Program acknowledges the performance of LionGuard Capital Management

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Top contender for Best 1 Year Return (Equity Focused Category): Canadian Hedge Fund Awards 2017

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LionGuard Capital Management Inc. has been selected for another institutional mandate allocation, by the Québec Emerging Managers Program (the “QEMP”)

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LionGuard Opportunities Fund is now registered and open for purchases through FundSERV

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Quebec Emerging Managers Program announced selected Québec fund managers (including LionGuard Capital Management Inc.)

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AI 2016 International Fund Awards Winner: “Best Canadian Fund (Risk-Adjusted Returns Since Inception): LionGuard Opportunities Fund LP”.

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Best Long/Short Equity Manager – Canadian & Best Canadian Long/Short Equity Fund (1 Year)

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Legal Disclaimer

Accredited Investor Status Questionnaire

Units of the Funds are offered to qualified investors resident in the provinces and territories of Canada (the “Offering Jurisdictions”) pursuant to applicable exemptions from the prospectus requirements of the securities laws in the Offering Jurisdictions. Qualified investors must rely on one of the following exemptions available to purchase units of the Funds:

1. ACCREDITED INVESTOR EXEMPTION:
The Funds will accept subscriptions from investors who qualify as an “accredited investor” under the meaning of National Instrument 45-106 Prospectus  Exemption ("NI 45-106") or, for Ontario residents, Section 73.3 of the Securities Act (Ontario). Some of the most common ways to qualify as an accredited investor are:

(d) a person registered under the securities legislation of a jurisdiction of Canada as an adviser or dealer;

(e) an individual registered or formerly registered under the securities legislation of a jurisdiction of Canada as a representative of a person referred to in paragraph (d);

(j) an individual who, either alone or with a spouse, beneficially owns financial assets having an aggregate realizable value that before taxes, but net of any related liabilities, exceeds $1,000,000;

(k) an individual whose net income before taxes exceeded $200,000 in each of the 2 most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the 2 most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year;

(Note: If individual accredited investors wish to purchase through wholly-owned holding companies or similar entities, such purchasing entities must qualify under section (t) below, which must be initialed.)

(l) an individual who, either alone or with a spouse, has net assets of at least $5,000,000;

(m) a person, other than an individual or investment fund, that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements;

(n) an investment fund that distributes or has distributed its securities only to:

(i) a person that is or was an accredited investor at the time of the distribution,

(ii) a person that acquires or acquired securities in the circumstances referred to in sections 2.10 [Minimum amount investment] or 2.19 [Additional investment in investment funds] of NI 45- 106, or

(iii) a person described in paragraph (i) or (ii) that acquires or acquired securities under section 2.18 [Investment fund reinvestment] of NI 45-106;

(o) an investment fund that distributes or has distributed securities under a prospectus in a jurisdiction of Canada for which the regulator or, in Québec, the securities regulatory authority, has issued a receipt;

(p) a trust company or trust corporation registered or authorized to carry on business under the Trust and Loan Companies Act (Canada) or under comparable legislation in a jurisdiction of Canada or a foreign jurisdiction, acting on behalf of a fully managed account managed by the trust company or trust corporation, as the case may be;

(q) a person acting on behalf of a fully managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction;

(r) a registered charity under the Income Tax Act (Canada) that, in regard to the trade, has obtained advice from an eligibility adviser or an adviser registered under the securities legislation of the jurisdiction of the registered charity to give advice on the securities being traded;

(s) an entity organized in a foreign jurisdiction that is analogous to any of the entities referred to in paragraphs (a) to (d) or paragraph (i) in form and function;

(t) a person in respect of which all of the owners of interests, direct, indirect or beneficial, except the voting securities required by law to be owned by directors, are persons that are accredited investors;

(u) an investment fund that is advised by a person registered as an adviser or a person that is exempt from registration as an adviser, or;

(v) a person that is recognized or designated by the securities regulatory authority or, except in Ontario and Québec, the regulator as an accredited investor.