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.
His role of Chief Investment Officer includes asset allocation decisions, stock selection decisions, and a rigorous risk management process. Andrey ensures that all research personnel adheres to core investment philosophy and effectively contributes towards strengthening Company’s research expertise. Mr. Omelchak also oversees interactions with LionGuard’s sophisticated client base, which includes institutional investors, family offices, fund of funds and select investment advisers.
Before LionGuard, Andrey worked as a Portfolio Manager, Canadian Equities, at a Montreal-based Montrusco Bolton Investments Inc. At Montrusco, between October 2010 and March 2014, Andrey co-managed Canadian Small Capitalization Equity Fund, Canadian Medium Capitalization Equity Fund, and other mandates, with combined assets under management of approximately C$1.35 billion. In addition, he designed options overlay strategy, which was successfully marketed to the Company’s institutional clients. Andrey left Montrusco to start LionGuard Capital at the end of March 2014.
Prior to that, Andrey worked in the sell-side research department at Dundee Securities (currently Eight Capital). Andrey strongly believes that an excellent understanding of the inner workings of the sell-side makes him a better fund manager. Before Dundee, Andrey worked in research, trading and risk management roles at a Montreal-based Bellator Fund Management. Initially hired as a risk manager, Andrey subsequently moved to research and trading roles within the company.
Mr. Omelchak graduated with distinction from Concordia University, in Montreal, where he completed both his B.Comm, and M.Sc. (Finance) degrees. His graduate thesis was published in The Journal of Portfolio Management and The Journal of Derivatives & Hedge Funds, as well as presented at several academic conferences. Andrey also obtained Financial Risk Manager (FRM) designation from Global Association of Risk Professionals, Chartered Investment Manager (CIM) designation from Canadian Securities Institute and Chartered Financial Analyst (CFA) designation from CFA Institute.
Andrey is a frequent guest and commentator on Bloomberg BNN, Reuters, Financial Post, Les Affaires and other media companies.