Nicholas Tham
Portfolio Manager-Equities at Mackenzie Investments Corp. (United States)
Profile
Mr. Nicholas Tham, CFA, is a Vice President & Portfolio Manager at Mackenzie Investments Corp.
He joined the firm in September 2017 as part of the Boston-based Global Quantitative Equity Team.
He has over eight years of quantitative equity experience.
Mr. Tham started his career as a Quantitative Analyst and Trader at Weiss Asset Management, a Boston-based hedge fund.
In 2012, he joined Arup as a Portfolio Manager at Agriya Investors which eventually became the global/international team of AJO, a Philadelphia-based institutional quantitative equity firm.
He played a key role in launching and managing capacity-constrained equity strategies (traditional long only, active extension and hedge funds) in emerging and developed markets.
He earned his MA in Statistics from Harvard University and has BSc degrees in Mathematics and Physics from the Massachusetts Institute of Technology and ranked in International Physics and Mathematics Olympiads.
He is a CFA charter holder.
Nicholas Tham active positions
| Companies | Position | Start |
|---|---|---|
Mackenzie Investments Corp. (United States)
 Mackenzie Investments Corp. (United States) Investment ManagersFinance Mackenzie Investments Corp. (United States) (Mackenzie US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is the US-based subsidiary of Mackenzie Investments Corp., ultimately owned by Power Financial Corp. (TSE: PWF) in Canada. Mackenzie US provides investment advisory and related services to retail and institutional clients. | Portfolio Manager-Equities | 2017-08-31 |
Former positions of Nicholas Tham
| Companies | Position | End |
|---|---|---|
Weiss Asset Management LP
 Weiss Asset Management LP Investment ManagersFinance Weiss Asset Management LP (Weiss) is an independent registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Andrew Weiss in 2003 as Weiss Capital LLC. They converted to a limited partnership and changed its name to Weiss Asset Management LP in 2010. Weiss serves as the investment manager to three privately offered pooled investment vehicles and one closed-end investment vehicle that is listed on the AIM Market of the London Stock Exchange plc. | Corporate Officer/Principal | 2012-03-30 |
AJO LP
 AJO LP Investment ManagersFinance AJO LP is a registered investment advisor headquartered in Philadelphia, Pennsylvania. It has additional office in Boston. The firm was formerly known as Aronson+Johnson+Ortiz LP. It was founded in 1984 by Theodore Aronson. AJO provides portfolio management services to corporate pension and profits-haring plans, Taft-Hartley plans, multi-employer plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, foreign funds, and other US and international institutions. | Analyst-Equity | - |
Training of Nicholas Tham
| Harvard University | Graduate Degree |
| Massachusetts Institute of Technology | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
AJO LP
AJO LP Investment ManagersFinance AJO LP is a registered investment advisor headquartered in Philadelphia, Pennsylvania. It has additional office in Boston. The firm was formerly known as Aronson+Johnson+Ortiz LP. It was founded in 1984 by Theodore Aronson. AJO provides portfolio management services to corporate pension and profits-haring plans, Taft-Hartley plans, multi-employer plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, foreign funds, and other US and international institutions. | Finance |
Weiss Asset Management LP
Weiss Asset Management LP Investment ManagersFinance Weiss Asset Management LP (Weiss) is an independent registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Andrew Weiss in 2003 as Weiss Capital LLC. They converted to a limited partnership and changed its name to Weiss Asset Management LP in 2010. Weiss serves as the investment manager to three privately offered pooled investment vehicles and one closed-end investment vehicle that is listed on the AIM Market of the London Stock Exchange plc. | Finance |
Mackenzie Investments Corp. (United States)
Mackenzie Investments Corp. (United States) Investment ManagersFinance Mackenzie Investments Corp. (United States) (Mackenzie US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is the US-based subsidiary of Mackenzie Investments Corp., ultimately owned by Power Financial Corp. (TSE: PWF) in Canada. Mackenzie US provides investment advisory and related services to retail and institutional clients. | Finance |
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