KJ Harrison Insights –
Managing Risk & Returns
The KJH Insights monthly podcast on managing investment risk and returns identifies the key issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. This month, we discuss the top themes informing KJH’s investment decisions including the reopening of the economy, particularly in the US, and the impact of rising rates on managing portfolio risk.
Sarah Bull, CIM®
With over 25 years of experience in the financial industry, Sarah specializes in managing investment portfolios for high and ultra-high net worth individuals and advising them on the complexities associated with their wealth. Sarah is dedicated to helping her clients – both individuals and families – with the transition through different stages of their lives and helping them to manage risk and secure their legacies with solid investment decisions.
Joel Clark, CFA
Joel has been CEO and Portfolio Manager at KJ Harrison Investors for 17 years where the business has grown from $80 million in AUM in 2001 to over $1 billion in AUM, where it stands today. Joel manages the investment portfolios, on a discretionary basis, for high net worth and ultra-high net worth individuals and families throughout Canada. Joel takes a holistic approach to managing portfolios and is intent that risk is well managed to secure his clients‘ financial goals and futures.
Episode 5 – The Reopening of the Economy (March 2021)
Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, talks with our CEO, Joel Clark about the progress of the vaccine, the reopening of the economy, continued government stimulus and how higher yields affect investors.
Episode 4 – Early Stages of Recovery (February 2021)
Host Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, talks with our CEO, Joel Clark, about the changing macro-economic backdrop, pent-up consumer demand and growth opportunities in the US.