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Research Analysts

Research Analysts carry out research related to the Value Fund. This includes, but is not limited to, verifying student analysts' valuation methodologies and company financials, as well as confirming intrinsic value and entry prices.

Research Analysts, as well as the Ivey Value Fund Fellows named in the previous section, are the top-performing students associated with the Ivey Value Fund. If you are in the investment management industry and would like to discuss recruitment opportunities, please feel free to contact us at the Ben Graham Centre.

 

Alex Chen
LinkedIn Profile

Alex is a 2019 graduate of the Master of Financial Economics (MFE) program with distinction and holds an Honors Bachelor of Commerce from the University of Toronto. His group was awarded the Robotti & Company Advisors LLC prize for the best stock recommendation which received the highest recognition by the Fund’s Advisory Board. Alex currently works in the Private Investment Valuations team at Fiera Capital, and previously at the Financial Risk Department at the Bank of Canada. In his spare time, he manages his personal portfolio using value investing principles, enjoys travelling and playing basketball.

Shaunak JindalShaunak Jindal
LinkedIn Profile

Shaunak is a graduate of the MBA Class of 2020. Prior to Ivey, Shaunak has gained experience as a consultant with KPMG and an entrepreneur. At KPMG, he undertook variety of consulting engagements, specializing in process optimization cases across healthcare and e-commerce industry. As an entrepreneur he co-founded two projects namely Bohéme (a multi-cuisine restaurant brand) and Zen (social enterprise to educate and provide health and hygiene resources to youth). Shaunak has been actively investing in Indian Stock Exchange since 2018 and is passionate about following the principles of value investing throughout his own investing endeavours.

Greg LeeGreg Lee
LinkedIn Profile | Email

Greg is a graduate of the Ivey HBA 2019 class. Greg also completed BA (Honors) in economics program at Western University in 2019, receiving Mark K. Inman essay prize and the highest core course average award. Greg has completed a two-year military service in South Korea in 2017, during which he completed and passed all USCPA exams. Upon returning to complete the remaining two years in the program, Greg passed CFA Level 1 in December 2017 and CFA Level 2 in June 2019. Greg is passionate about pursuing a career in value investing and currently completing his internship at Ewing Morris & Co. Investment Partners.

Duncan McRae
LinkedIn Profile

Duncan is a graduate of the 2018 Ivey HBA program and the Stacey Muirhead Capital Management Award recipient. Duncan is currently working as an Financial Planning Analyst at PepsiCo. Prior to entering Ivey, Duncan studied economics, and his hobbies include playing soccer, coaching soccer and golf. Duncan actively applies the value investing principles to his personal portfolio and continues to advance his skills through collaborative projects.

Wang RobertRobert Wang

Prior to completing his HBA at Ivey, Robert was a summer analyst on the M&A team at Great Wall Securities where he developed expertise in data aggregation, valuations, and financial modeling. He worked on a deal for a major retail company from initial due diligence to final CIM preparation. His responsibilities included analyzing financial statements, conducting market research, and projecting future cash flows. Robert speaks fluent Mandarin and is currently pursuing CFA level 1.

David Zhang

David is a 2016 Ivey HBA graduate currently working in the public policy space with a focus on improving the competitiveness of Canadian manufacturing, public policy consulting, and bridging the gaps between corporations and government. Despite his interests spanning the private, public, and non-profit sectors, David’s experience working as a private equity analyst in Beijing and as a former student of Professor George Athanassakos continues to anchor his passion for investing.

Thanks to Fairfax Financial Holdings Ltd. for their vision and generous support of the Ivey Value Fund, which benefits students and practitioners worldwide.