President & CEO, CIO, Portfolio Manager, Founding Partner
Mr. Guthrie is responsible for establishing corporate strategy and leading its implementation and execution and is accountable to the Board of Directors. As Portfolio Manager, he has ultimate responsibility for all portfolio management decisions made by the firm. Mr. Guthrie has more than 20 years experience in investment management. Prior to founding Hillsdale in January 1996, Mr. Guthrie was employed at a Toronto based investment counsellor specializing in quantitative equity management and was responsible for (i) assisting in the design and on-going development of quantitative equity management systems; (ii) training institutional money managers in the application of quantitative investment strategies; and (iii) supervising and managing in-house equity accounts. Mr. Guthrie is a member of the Education and Research Committee of Alternative Investment Management Association (AIMA) and is frequently invited to speak at industry conferences and CFA Institute events.
Portfolio Manager, Partner
Mr. Sum is a Portfolio Manager on the team that manages Canadian and global equity strategies. As a member of the portfolio management team, he assists in the design and implementation of the firm’s proprietary research. Prior to joining Hillsdale, Mr. Sum was an Investment Analyst at Cornerstone Capital Partners, Senior Analyst at TD Securities and Senior Risk Analyst at RBC Capital Markets. Mr. Sum has over 8 years experience in financial and quantitative analysis. Alfred joined Hillsdale in March 2008.