Founded in 2007, AlphaNorth Asset Management (“AlphaNorth”) is a Toronto-based investment manager. AlphaNorth believes that superior long-term equity returns are achievable by exploiting inefficiencies in the Canadian small-cap universe through careful security selection on both a long and short basis.
The firm combines technical analysis with both a bottom-up and top-down strategy in the selection of investments offering the best reward vs. risk opportunities. We employs various technical analysis techniques, which have proven to be successful, to assist in the timing of buy/sell decisions. Fundamental analysis including management meetings are routinely employed in the security selection process.
AlphaNorth manages the AlphaNorth Partners Fund, which is a long, biased small-cap focused hedge fund. The Fund’s objectives are to achieve industry-leading long-term returns.
AlphaNorth manages the AlphaNorth Partners Fund, which is a long, biased small-cap focused hedge fund. The Fund’s objectives are to achieve industry leading long-term returns.
Steve Palmer, CFA
President and Chief Investment Officer
Steve began his career in the investment industry in 1995. Since that time, during which time he has been awarded numerous accolades and awards as a top portfolio manager. In the small-cap equities category, the funds he has managed have won the #1 Performing Fund on multiple occasions.
Prior to founding AlphaNorth in 2007, Steve was VP, Canadian Equities for nine years at one of the world’s largest financial institutions. The small-cap fund returned 35.8% annualized during his tenure, ranking it as the #1 fund across several time periods by a major fund ranking service.
Steve has a BA in Economics from Western University and is a Chartered Financial Analyst (CFA).
When not managing the fund, Steve enjoys travelling with his family, spending time at the cottage and running with his beloved dog Ginger.
Joey Javier, CIM
Joey has over 20 years of buy side experience and has developed close relationships with industry veterans on both sides of the street.
For 10 years, he worked at one of the world’s largest financial institutions as the Trader for equities and money markets. Joey was also Assistant Portfolio Manager, Canadian Equities.
Joey is a founding partner of AlphaNorth and is the Managing Partner. He has a BA in Economics from York University and is a Certified Investment Manager (CIM).
When not trading, Joey enjoys golfing and especially travelling with his son to golf events across North America.