Skilled Investment Decision Making


The Grace Wang Portfolio Management Practice manages portfolios for established individuals, foundations, and entrepreneurial families.

In investing for clients, we value companies with:

  • Sustained compounding growth characteristics and their associated longevity
  • “Niche/secular industries,” which have long-lasting, attractive economics, and wealth creation opportunities
  • Skilled management teams, in most cases, led by visionary owner-operator founders
  • A disciplined investment process in conjunction with a durable portfolio construction

We welcome clients of all backgrounds and look forward to establishing a wealth creation plan for you.

What can you expect?


You can expect the following from us:

  • A disciplined investment process premised upon the wealth creating attributes of leading companies
  • A portfolio of leading wealth creating companies
  • A valuation-driven framework in evaluating new securities
  • Growth at a reasonable valuation
  • Client servicing aimed at educating and informing you on select capital market topics

How will you benefit?


You will benefit in several ways:

  • By the rule of 72, if a portfolio can compound at an average rate of return of 10% per year, it will double in value every 7.2 years. We apply this framework in constructing your portfolio.
  • By being asset owners of leading companies with highly attractive growth characteristics
  • By capitalizing on investment trends prior to other market participants being aware of these trends
  • Institutional grade investment practices based on our prior experience managing funds for the BC government pension fund

For inquiries, please feel free to contact grace.wang@rbc.com.

We look forward to conversing about your investment management desires.

Investors Leaders Enablers

Grace Wang

Senior Portfolio Manager

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Samuel Jang, CFA

Associate

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Leslie Mah

Associate Advisor

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Jennifer Hamilton

Associate

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