Humilis Investment Strategies LLC (“HiS”), a newly established portfolio advisory firm, officially announced its launch, aiming to provide sophisticated investment solutions and in-depth research for both private wealth and institutional clients. With over 35 years of cumulative investment experience in strategy, fundamental analysis, and equity portfolio management, the firm is poised to make a significant impact in the financial advisory landscape.
Leadership and Expertise
At the helm of Humilis is Brian G. Belski, one of North America’s most esteemed market strategists. Previously, Brian held the position of Chief Investment Strategist and led the Investment Strategy Group at BMO Capital Markets, where he successfully guided portfolio strategies for renowned institutional investors and high-net-worth individuals alike. Throughout his extensive 35-year career, Brian’s work has spanned prestigious firms such as Oppenheimer & Company, Merrill Lynch, and Piper Jaffray, establishing him as a trusted voice in market analysis and investment guidance.
Brian’s reputation for blending rigorous fundamental analysis with a long-term investment perspective has earned him recognition as one of the industry’s most influential strategists. His insights are frequently featured on major financial news networks, including CNBC, Bloomberg, and Fox Business News, where his market predictions garner attention from savvy investors worldwide.
A Skilled Team
Joining Brian in this venture are several highly qualified professionals:
Nick Roccanova, CFA – As the former Head of U.S. Equity Strategy at BMO Capital Markets, Nick brings over 20 years of experience in macroeconomic, fundamental, and quantitative research. His comprehensive background includes advising a range of institutional and private clients, with previous roles at prominent firms like Merrill Lynch and Oppenheimer & Company.
Sooyun Hong – With over two decades of experience in investment banking and equity research, Sooyun previously served as a Portfolio Strategy Analyst at BMO Capital Markets. Her expertise spans individual security analysis, thematic investment strategies, and sector research, with a history of contributions from DVB Capital Markets, BNP Paribas, and KGI Securities.
Ryan Edwards – A rising voice in market strategy, Ryan has garnered attention for his insightful writings on the financial markets and the economy. His work, which includes interviews with chief investment strategists and CEOs, focuses on macroeconomic outlooks and financial commentary applicable to both institutional and retail investors.
A Unique Vision
“Humilis was founded on the principle that disciplined strategy and thoughtful research should be defined by conviction and humility,” Brian stated. “By combining deep market experience with a process-driven fundamental and thematic approach, our team is uniquely positioned to deliver performance across various market cycles.”
As Humilis Investment Strategies embarks on its journey, its commitment to empowering clients with disciplined investment strategies and differentiated insights promises to redefine how investors navigate the complexities of modern markets.
