Stephen Hui, CFA

Stephen is a Partner and Portfolio Manager at Pembroke Management, where he co-leads the firm’s Canadian growth strategies and contributes investment ideas across other mandates. He is passionate about backing entrepreneurs and businesses whose long-term potential is not fully recognized by broader markets. Stephen has been acknowledged as a Canadian TopGun Investment Mind by Brendan Wood International on multiple occasions, starting in 2012. 

Stephen graduated from the University of British Columbia with a Bachelor’s degree in Commerce, where he participated in the university’s applied investment program, managing sponsor-funded capital as part of a student-led portfolio team. While at university, Stephen gained early exposure to both the buy and sell sides of the equity and fixed income markets through internships and academic programs. 

Highlights

• Partner and Portfolio Manager, Pembroke Management
• Co-leads Pembroke’s Canadian growth strategies
• Deep experience in Financials, Industrials, Natural Resources and Technology
• Specializes in identifying underfollowed North American growth equities

Education and Professional Designations

• Chartered Financial Analyst, CFA Institute 
• Bachelor of Commerce, Sauder School of Business, University of British Columbia 
• Leslie Wong Fellow, University of British Columbia Portfolio Management Foundation 

Leadership and Community

• Investment Committee Member, Van Berkom Investment Management Program, Concordia University 
• Research Mentor, Portfolio Management Foundation, University of British Columbia