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

We look forward to conversing about your investment management desires.

Investors Leaders Enablers

Grace Wang

Senior Portfolio Manager


Samuel Jang, CFA



Leslie Mah

Associate Advisor


Jennifer Hamilton