Tracy Zhao

CFA
Portfolio Manager
Wellington Square Advisors Inc.

Tracy Zhao

Tracy has almost 15 years of experience in the financial industry, having worked in a broad range of capital markets functions. In her current role, she is responsible for portfolio construction, credit analysis and trading.

Prior to Wellington Square Advisors, Tracy was an investment analyst at iA Clarington Investments. Previously, Tracy worked for a New York-based firm, covering institutional clients across North America and Europe as Director of High Yield & Distressed Sales. She has also worked in the mining and power investment banking group at GMP Capital and the utilities investment banking group at CIBC World Markets.

Tracy holds a Bachelor of Commerce degree from McGill University and is a CFA charterholder.

"Investors don’t like negative surprises in their fixed-income holdings. That’s why we construct portfolios that focus first and foremost on downside protection and volatility minimization. We have built a long-term track record – and trust – based on this simple philosophy."

Tracy’s philosophy

Tracy is committed to minimizing risk in client portfolios while also aiming to deliver attractive long-term returns. She believes in generating alpha by avoiding major drawdowns, and builds diversified portfolios using a proven, repeatable investment process.

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