Patrick Yung

Patrick is responsible for managing Peterson’s public securities portfolio and brings with him over a decade of investment and capital markets experience. As a value investor, he uses a rigorous fundamental research approach, searches for special situations and employs a contrarian mindset in finding attractive investment opportunities with limited downside risk.

Prior to joining Peterson, Patrick was a Senior Portfolio Manager at HSBC Global Asset Management overseeing their Canadian equity and dividend funds with over $2.5 billion in assets under management. He had broad sector coverage responsibilities including energy, basic materials, consumer, real estate and financials. He began his career as a Mergers and Acquisitions Analyst with the corporate finance group at Ernst & Young. From there, he was an Equity Research Analyst at Raymond James covering the paper and forest products sector.

Patrick is a CFA Charterholder and completed his Bachelor of Commerce degree with honours from the University of British Columbia Sauder School of Business. He has won the best investment idea prize on Value Investors Club – an exclusive forum founded by hedge fund managers Joel Greenblatt and John Petry. For the past 17 years, he has mentored students with the UBC Commerce Mentorship program.