Luxiang Wu

MBA, M.SC.

analyste d'investissement principal

Luxiang Wu est un analyste principal en investissement chez Gestion de capital LionGuard. Dans ce rôle, il réalise des recherches fondamentales approfondies sur les sociétés et les industries d'intérêt, travaillant sous la supervision du directeur des investissements. Luxiang s'implique dans diverses activités, notamment des réunions avec les équipes de direction des sociétés, des participations à des appels téléphoniques, des visites des opérations des sociétés, l'élaboration de modèles financiers détaillés et la participation à des conférences sectorielles.

Dans le cadre de ses responsabilités en matière de recherche fondamentale, Luxiang surveille activement les sociétés dont il a la charge et formule des recommandations d'investissement. Il utilise une gamme d'outils pour accéder aux données financières afin de mener des analyses approfondies et prépare des rapports de recherche détaillés, qu'il présente lors des réunions hebdomadaires de l'équipe interne d'actions.

Avant de rejoindre LionGuard, Luxiang a travaillé en tant qu'analyste en investissement couvrant les actions mondiales, avec un accent sur les secteurs de la consommation et de la technologie, à la Caisse de dépôt et placement du Québec. Dans ce rôle, il a réalisé des analyses ascendantes et des diligences raisonnables sur diverses valeurs cotées aux États-Unis, au Canada, en Chine et dans d'autres marchés. Avant son passage dans cette entreprise, Luxiang a travaillé en tant qu'analyste en investissement dans un fonds de capital-investissement immobilier à Shanghai, où il s'est spécialisé dans les opportunités résidentielles à l'étranger.

Luxiang a obtenu son baccalauréat et sa maîtrise en finance à l'EDHEC Business School en France, ainsi qu'un MBA de la Faculté de gestion Desautels de l'Université McGill. Il a également réussi deux niveaux du programme CFA.


Retour à L'équipe

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.