Jeremy Lin

Portfolio Manager-Equities at

Purpose Investments, Inc.

Consumer Services

Finance

Profile

Mr. Jeremy Lin, CFA MBA, is a Portfolio Manager at Purpose Investments, Inc. He has over 14 years of investment management experience and has been with Purpose as a Portfolio Manager for 8 years.
Mr. Lin was previously employed as a Senior Investment Analyst by Black Swan Dexteritas, Inc. He also worked as a Portfolio Manager at Teldar Asset Management Inc. He received his undergraduate degree from the University of Toronto and an MBA from Rotman School of Management.

Jeremy Lin active positions

Companies	Position	Start
Purpose Investments, Inc. Purpose Investments, Inc. Investment ManagersFinance Purpose Investments has built a modern discipline of investment management, rooted in their history of rules-based processes and complemented with the best active management in specialized asset classes and strategies, and strengthened by their commitment to managing risk every step of the way. The firm builds a resilient portfolio with strategies designed for specific outcomes, such as sustainable growth, reliable income, capital protection and uncorrelated returns.	Portfolio Manager-Equities	01/01/2018

All active positions of Jeremy Lin

Former positions of Jeremy Lin

Companies	Position	End
Black Swan Dexteritas, Inc. Black Swan Dexteritas, Inc. Investment ManagersFinance BSD aims to achieve superior performance in the markets by utilizing a bottom-up approach to identify mispriced stocks within the technology sector and diversifying within various subsectors to minimize risks while maximizing returns. The firm works closely with each client to understand their return and risk objectives, which may span from capital preservation to cash flow generation. Their portfolio of 35 to 40 stocks is well diversified across 11 technology subsectors.	Analyst-Equity	01/10/2016

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Linked companies

Private companies	4
Rotman School of Management Rotman School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Toronto University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Purpose Investments, Inc. Purpose Investments, Inc. Investment ManagersFinance Purpose Investments has built a modern discipline of investment management, rooted in their history of rules-based processes and complemented with the best active management in specialized asset classes and strategies, and strengthened by their commitment to managing risk every step of the way. The firm builds a resilient portfolio with strategies designed for specific outcomes, such as sustainable growth, reliable income, capital protection and uncorrelated returns.	Finance
Black Swan Dexteritas, Inc. Black Swan Dexteritas, Inc. Investment ManagersFinance BSD aims to achieve superior performance in the markets by utilizing a bottom-up approach to identify mispriced stocks within the technology sector and diversifying within various subsectors to minimize risks while maximizing returns. The firm works closely with each client to understand their return and risk objectives, which may span from capital preservation to cash flow generation. Their portfolio of 35 to 40 stocks is well diversified across 11 technology subsectors.	Finance

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