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. Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the key themes guiding KJH’s investment decisions this month including the reopening of the economy, reflation and the risk of rising rates.
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 8 – Keeping a Close Eye on the Market Cycle (May 2021)
Sarah Bull and Joel Clark discuss the top themes guiding KJH’s investment decisions: the economic recovery, inflation risk and stretched equity valuations.
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.