Shawn Lee

Portfolio Manager-Equities at SG Hiscock & Co. Ltd.

Finance

Profile

Mr. Shawn Lee, CFA, is a Portfolio Manager at SG Hiscock & Co. Ltd.
Prior to joining abrdn, he spent 5 years as an investment analyst at Adam Smith Asset Management.
Shawn was a small cap sell side analyst at CIMB Australia and worked for Adam Smith Assert Management and abrdn, before joining SG Hiscock in April 2023.
He holds a Masters of Commerce in finance from UNSW and is a CFA Charterholder.

Shawn Lee active positions

Companies	Position	Start
SG Hiscock & Co. Ltd. SG Hiscock & Co. Ltd. Investment ManagersFinance SG Hiscock & Co. Ltd. (SGH) is a boutique fund manager headquartered in Melbourne, Australia. The firm was founded in 2001 by six of its principals and is entirely owned by directors, staff and associates. They offer quality investment solutions to institutions, financial advisers and high-net-worth investors. SGH is a signatory to the UN-supported Principles for Responsible Investment (PRI).	Portfolio Manager-Equities	01/04/2023

All active positions of Shawn Lee

Former positions of Shawn Lee

Companies	Position	End
Adam Smith Asset Management Pty Ltd. Adam Smith Asset Management Pty Ltd. Investment ManagersFinance Adam Smith Asset Management Pty Ltd. (Adam Smith AM) is an independent boutique Australian equities fund manager which was founded in 2003. Headquartered in Sydney, the firm aims to achieve superior investment returns for Australian professional and sophisticated investors. Their ownership structure aligns the interests of the investment team with those of their clients.	Analyst-Equity	01/06/2019
CIMB Securities (Australia) Ltd. CIMB Securities (Australia) Ltd. Investment Banks/BrokersFinance CIMB Securities (Australia) Ltd. is a part of CIMB Group, which is a leading ASEAN universal bank providing personal and business financial services. The company was founded in 2012 and is based in Sydney, Australia. The group has a strong presence in the Philippines, Laos, and Thailand, offering secure all-digital, mobile-first banking services and up-to-date financial information for shareholders and potential investors.	Analyst-Equity	-

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Linked companies

Private companies	3
CIMB Securities (Australia) Ltd. CIMB Securities (Australia) Ltd. Investment Banks/BrokersFinance CIMB Securities (Australia) Ltd. is a part of CIMB Group, which is a leading ASEAN universal bank providing personal and business financial services. The company was founded in 2012 and is based in Sydney, Australia. The group has a strong presence in the Philippines, Laos, and Thailand, offering secure all-digital, mobile-first banking services and up-to-date financial information for shareholders and potential investors.	Finance
Adam Smith Asset Management Pty Ltd. Adam Smith Asset Management Pty Ltd. Investment ManagersFinance Adam Smith Asset Management Pty Ltd. (Adam Smith AM) is an independent boutique Australian equities fund manager which was founded in 2003. Headquartered in Sydney, the firm aims to achieve superior investment returns for Australian professional and sophisticated investors. Their ownership structure aligns the interests of the investment team with those of their clients.	Finance
SG Hiscock & Co. Ltd. SG Hiscock & Co. Ltd. Investment ManagersFinance SG Hiscock & Co. Ltd. (SGH) is a boutique fund manager headquartered in Melbourne, Australia. The firm was founded in 2001 by six of its principals and is entirely owned by directors, staff and associates. They offer quality investment solutions to institutions, financial advisers and high-net-worth investors. SGH is a signatory to the UN-supported Principles for Responsible Investment (PRI).	Finance

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