Nelson Cheung

Senior Vice President and Portfolio Manager, Formula Growth

Nelson Cheung serves as Senior Vice President & Portfolio Manager at Formula Growth, operating out of the Montreal office.  He began his career in 2000 and has since been concentrating on the management of global equities.

Formula Growth specializes in managing equity investments for a diversified range of clients, including high net worth individuals, family offices, and institutions.  Nelson guides his decisions by a clear principle: "The key isn't about being right or wrong, but about how much you make when you're right and how much you lose when you're wrong."  This underlines the company's rigorous risk management principles.

Before his tenure at Formula Growth, Nelson gained valuable leadership experience at Acuity Funds, focusing on global equities.  Prior to that, he contributed to the global equities team at CN Investment Division in the role of a Senior Analyst.

Nelson's academic credentials include a Bachelor of Commerce degree from the John Molson School of Business at Concordia University.  As well, Nelson is a CFA Charterholder and received the Calvin Potter Fellowship from Concordia's Kenneth Woods Portfolio Management Program.