KJ Harrison Insights –
Managing Risk & Returns
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. This month, we look at the top themes guiding KJH’s investment decisions: the economic recovery, inflation risk and stretched equity valuations.
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 is the CEO at KJ Harrison Investors and has been involved in developing the firm since its inception in 2001. Joel manages 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 wealth and is intent on managing risk in order to secure his clients‘ financial goals and futures.
Episode 7 (Bonus) – Generating Yield in an Inflationary Environment (April 2021)
Karl Burnham, Portfolio Manager of the KJH Credit Fund, and Jeff Sujitno, Portfolio Manager of the KJH Senior Loan Fund, join Sarah Bull to discuss the risk reflation poses to traditional bond allocations, the adverse impact of rising interest rates and alternative assets to generate income in this environment.
Episode 6 – Cyclical Recovery in the Global Market (April 2021)
Sarah Bull, Partner & Portfolio Manager, talks to CEO, Joel Clark about 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.