Francis Chu

Corporate Officer/Principal at

Dynamic Alternatives Fund

Finance

Commercial Services

Consumer Services

Profile

Mr. Francis M.
Chu, CFA, is a Managing Director of Portfolio Management at Hamilton Capital LLC and a Portfolio Manager at Dynamic Alternatives Fund.
He has over 22 years of experience in alternative investments and has successfully led investment processes at registered investment advisors, multi-family offices, and fund of hedge funds.
Mr. Chu was previously employed as Head of Investments at Bitterroot Capital Advisors, where he was responsible for asset allocation and investment selection across both the traditional and alternative asset classes.
He spent the early years of his career at Goldman Sachs and Arthur Andersen.
Mr. Chu joined Ivy Asset Management, which later became a subsidiary of BNY Mellon, where he managed multi-billion-dollar alternative investment portfolios.
He also became a Partner and Chief Investment Officer of Muirfield Capital Management, where he managed portfolios and advised clients on hedge fund investments.
He holds a Bachelor of Science from New York University, Stern School of Business.
He is a CFA charter holder.

Francis Chu active positions

Companies	Position	Start
Dynamic Alternatives Fund Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Corporate Officer/Principal	2020-12-31
Hamilton Capital LLC Hamilton Capital LLC Investment ManagersFinance Hamilton Capital seeks high-quality, risk-adjusted investment returns by utilizing their proprietary investment process. The firm emphasizes a top-down, macro-economic approach to portfolio management. Their clients’ investment strategies primarily invest in mutual funds (actively managed or indexed-type, passively managed); in exchange-traded funds (ETFs); separately managed investment managers; alternative investments (liquid and illiquid) or similar vehicles. In addition, for selected client accounts, Hamilton Capital may implement a fixed income strategy that focuses on individual debt securities.	Portfolio Manager-Equities	2021-01-31

All active positions of Francis Chu

Former positions of Francis Chu

Companies	Position	End
Muirfield Capital Management LLC Muirfield Capital Management LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2010-07-30
Ivy Asset Management LLC Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors.	Corporate Officer/Principal	2007-04-29
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	1998-05-30
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	1996-06-29
Lyxor Asset Management LLC Lyxor Asset Management LLC Investment ManagersFinance Lyxor US incorporates top-down macroeconomic considerations and investment convictions and bottom-up manager-level analysis subject to limitations imposed by the specific client. As to portfolio construction, the firm relies upon a proprietary risk allocation model which is designed to guide their investment recommendations.	Trading-Equity	-

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Private companies	8
Ivy Asset Management LLC Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors.	Finance
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
Muirfield Capital Management LLC Muirfield Capital Management LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Hamilton Capital LLC Hamilton Capital LLC Investment ManagersFinance Hamilton Capital seeks high-quality, risk-adjusted investment returns by utilizing their proprietary investment process. The firm emphasizes a top-down, macro-economic approach to portfolio management. Their clients’ investment strategies primarily invest in mutual funds (actively managed or indexed-type, passively managed); in exchange-traded funds (ETFs); separately managed investment managers; alternative investments (liquid and illiquid) or similar vehicles. In addition, for selected client accounts, Hamilton Capital may implement a fixed income strategy that focuses on individual debt securities.	Finance
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lyxor Asset Management LLC Lyxor Asset Management LLC Investment ManagersFinance Lyxor US incorporates top-down macroeconomic considerations and investment convictions and bottom-up manager-level analysis subject to limitations imposed by the specific client. As to portfolio construction, the firm relies upon a proprietary risk allocation model which is designed to guide their investment recommendations.	Finance
Dynamic Alternatives Fund Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous