Carl Xu, CFA

Investment Analyst

Carl Xu joined Louisbourg Investments in January 2020 as an investment analyst. He is apart of the research team looking into public companies from a debt and equity perspective. Carl also executes trades requested by our portfolio managers.

Carl completed a bachelor’s degree (finance major) at the University of Toronto. During his studies, he was actively apart of AIESEC and the Executive of Finance for ENA.

Prior to joining the team, Carl was an analyst at RBC, Ontario Teacher’s Pension Plan and Scotiabank.

He is currently enrolled in the chartered financial analyst (CFA) program.