Nicolas T. H. Dang, CFA, CAIA

Portfolio Manager at CN Investment Division

Nicolas T. H. Dang, CFA, CAIA

Nicolas T. H. Dang, CFA, CAIA

Portfolio Manager at CN Investment Division

Overview
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54

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1

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General Manager at CN Investment Division

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Chief Executive Officer-Cn Investment Division at CN Pension Plan

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Portfolio Manager-Infrastructure Investments at CN Investment Division

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Investment Officer-Infrastructure & Portfolio Manager at CN Pension Plan

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President & Chief Executive Officer, Cn Investment Division at Canadian National Railways

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Financial Analyst-Infrastructure Investments at CN Pension Plan

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Investment Officer at CN Investment Division

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Portfolio Manager at CN Investment Division

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Manager, Oil & Gas Investments at CN Investment Division

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Senior Investment Officer at CN Investment Division

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Nicolas T. H. Dang, CFA, CAIA
Portfolio Manager at CN Investment Division
Education
Bachelor's Degree in Finance
Class of 2004

Concordia University (commonly referred to as Concordia) is a public comprehensive university located in Montreal, Quebec, Canada. Founded in 1974 following the merger of Loyola College and Sir George Williams University, Concordia is one of the three universities in Quebec where English is the primary language of instruction.

Career History
Portfolio Manager
2008 - Current

CN Investment Division invests the assets of the Canadian Railway Co. in a variety of asset classes including: (1) cash and short-term investments (2) bonds (3) equities (4) real estate and (5) oil & gas assets. On an annual basis, the CN Board of Directors reviews and confirms or amends the Statement of Investment Policies and Procedures (SIPP) which includes the plans long-term asset class mix and related benchmark indices. This Policy is based on a long-term forward-looking view of the world economy, the dynamics of the plans benefit liabilities, the market return expectations of each asset class and the current state of the financial markets.Also on an annual basis, CN Investment Division develops a short-term asset mix target for the upcoming year. The asset mix may differ from the SIPP due to current economic and market conditions and expectations. The CN Investment Committee of the Board regularly compares the actual asset mix to the SIPP and CN Investment Division's asset mix target and evaluates the actual performance of the trust funds relative to the performance of the SIPP. This is calculated using the SIPP asset mix and the performance of the benchmark indices. The Board's approval is required for all major investments in illiquid securities. The SIPP allows for the use of derivative financial instruments to implement strategies or to hedge or adjust existing or anticipated exposures. The SIPP prohibits investments in securities of the Canadian National Railway Co. or their subsidiaries.All major investments in illiquid securities must be approved by the CN Investment Committee. The use of derivative financial instruments to implement strategies or to hedge or adjust existing or anticipated exposures is allowed by the SIPP. Investments in the securities of the Canadian Railway Co. or its subsidiaries are prohibited.In general, CN Investment Division typically allocates the assets as follows: approximately 50% to 55% to equities, approximately 38% to 40% to bonds, approximately 3% to 5% to real estate, approximately 2% to 5% to oil and gas assets and approximately 1% to 5% to cash.Annually, the CN Investment Division, a division of the Company created to invest and administer the assets of the plans, proposes a short-term asset mix target (Strategy) for the coming year, which is expected to differ from the Policy, because of current economic and market conditions and expectations. The Committees approval is required for all major investments in illiquid securities. The SIPP allows for the use of derivative financial instruments to implement strategies or to hedge or adjust existing or anticipated exposures. The SIPP prohibits investments in securities of the Company or its subsidiaries.

Portfolio Manager-Absolute Return
Current
Analyst
2006 - 2008

Landry Investment Management invests primarily in the stocks of mid-cap and large-cap companies in the energy minerals, non-energy minerals, electronic technology and finance sectors. Although most of their investments are in the stocks of Canadian companies, the firm also invests in the stocks of companies located in the US, Latin America, Europe and Asia. Landry develops an investment policy for each client that takes into account the client's tax structure, liquidity needs and type of account and establishes a strategic allocation based on the client's investment objectives, preferences and risk tolerance. The investment policy is used primarily to maintain the right asset allocation. Investments may include: cash and cash equivalents, bonds, real estate, Canadian equities, US equities, international equities, emerging markets equities and alternative investments.Portfolios are constructed with the core invested in exchange-traded index funds. The firm seeks to add value through complementary investments in the Landry Morin Momentum Funds. Portfolios are monitored regularly and are dynamically rebalanced when market fluctuations cause them to stray from the target asset allocation. Through this systematic process, Landry seeks to make tactical changes to preserve capital and to take advantage of asset classes they feel are undervalued or that offer better potential. Rebalancing is based on the firm's analysis of the economic environment.Landry's investment philosophy is based on 3 main principles of modern finance: (1) the belief that index management outperforms traditional security selection (2) the belief that over 90% of a portfolio's return is explained by asset allocation and (3) the concept that psychology plays an important role in financial markets. The firm employs a purely quantitative, disciplined and systematic approach that seeks to take advantage of market distortions and generate superior returns. The Landry Morin Funds seeks to exploit market anomalies to generate superior returns and contribute significantly to the performance of a diversified portfolio.The Landry Morin Momentum Funds are designed to enhance the returns on the firm's clients' portfolios. The funds are managed based on the belief that the persistence of price return (i.e., momentum) is the most powerful and best-documented market anomaly. Landry Morin seeks to identify and invest in the securities whose price has increased the most over the past 12 months because they expect these securities to continue to outperform over the following 3 to 12 months. The firm also believes the opposite also holds true, that is, securities whose price has declined the most tend to continue to underperform. Landry Morin's systematic quantitative strategy is based on momentum and seeks to generate long-term returns that significantly outperform the market.The Canadian Momentum Fund seeks to generate long-term returns that outperform the Canadian equity market. The Fund invests in a portfolio of 12 to 20 Canadian large-cap companies. The Fund's sector concentration may be substantial.The Long/Short Momentum Fund seeks to generate accelerated capital growth without correlation to global equity markets. The Fund takes long and short positions in the stocks of 60 to 100 large-cap companies that are traded on the world's main stock exchanges.The World Momentum Fund seeks to generate long-term returns that outperform global equity markets. The Fund invests in a portfolio of the stocks of 50 to 70 large-cap companies that are traded on the world's main stock exchanges.The US Momentum Fund seeks to generate long-term returns that outperform the US equity market. The Fund invests in a concentrated portfolio of the stocks of US large-cap companies.

Awards & Honors
CFA (Chartered Financial Analyst)
Other Affiliations
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