We employ various technical analysis techniques, to assist in buy/sell decisions.

Our Team

Steven Palmer, CFA

President and Chief Investment Officer

Steven is a founding Partner and Chief Investment Officer. He began his career in the investment industry in 1995.

Prior to founding AlphaNorth in 2007, from July 1998 to August 2007 he was employed at one of the world's largest financial institutions as Vice President - Canadian Equities where he managed the Canadian equity assets of approximately $350 million. Steven managed a pooled fund which focussed on Canadian small capitalization companies from its inception to August 2007 achieving returns that were ranked #1 in performance by a major fund ranking service in their small cap pooled fund category (35.8% over 9 years as compared to 10.0% for S&P/TSX Composite Index and 13.0% for the BMO Weighted Small Cap Total Return Index) over the same period. He also managed a large cap fund which ranked in the first quartile of performance among other Canadian equity pooled funds for the following time periods: 1 year, 2 year, 3 year, 4 year, 5 year and 10 year.

Prior to this, from September 1997 to July 1998 Steven was employed as a Portfolio Manager at a high net worth investment boutique. Mr. Palmer started his career in January 1995 as a Research Associate and progressed to Research Analyst. Steven earned a BA in Economics from the University of Western Ontario and is a Chartered Financial Analyst.

Joey Javier, CIM

Managing Partner and Head Trader

Joey is a founding Partner and Head Trader. He began his career in the investment industry in 1995.

In 1997 he became the Head Trader responsible for all equity and money market trading as well as being the back-up for the fixed income portfolio manager at one of the world's largest financial institutions. He was later awarded the additional responsibilities of Assistant Portfolio Manager. Joey's broad experience allows him to effectively manage the operations of AlphaNorth. Joey earned a BA in Economics from York University and is a Chartered Investment Manager.

Ken Choi, CA, CPA

Chief Financial Officer, Chief Compliance Officer

Ken is the Chief Financial Officer and Chief Compliance Officer. Ken is a Chartered Accountant and Certified Public Accountant.

Ken joined AlphaNorth in July 2011. Prior to joining AlphaNorth, Ken worked for 3 years at a global fund administration company with over $20 billion in assets under administration. During this time, he specialized in and was responsible for the Canadian hedge fund aspect of the business. By virtue of his role, he was responsible for the compliance, investor services, accounting and operations functions for these funds. Before this, Ken spent almost 4 years at Deloitte and Touche LLP accounting firm, leading compliance and financial audit engagements for technology, media and resource companies. Ken began his career in the corporate finance sector of a leading US based asset-based financing firm in 1998 where he held progressive roles including VP for the Canadian operations.

Tina Byers

Research Analyst

Tina joined AlphaNorth in 2011 as a Research Analyst

Prior to this position, she worked in the same capacity for a reputable hedge fund.  She is a graduate from the University of Western Ontario (BMOS). Tina has completed Level III of the CFA exam and intends to pursue the CFA designation.

 

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