KJ Harrison Insights –
Managing Risk & Returns

KJH Perspectives: Credit - The 60/40 Portfolio is Broken

Sarah Bull, Partner & Portfolio Manager, and Daniel Child, Founding Partner of YTM Capital & Portfolio Manager of the KJH Credit Fund, discuss how the fixed income market dynamics have evolved and their expectations going forward, including how Fed policy is affecting the credit market, and how they are navigating the rising interest rate environment. Sarah and Daniel also outline where we see opportunities for 2022, where we believe there are risks and how we are positioning the KJH Credit Fund as a result.

Your Host

Sarah Bull, CIM®
Partner & Portfolio Manager at KJ Harrison Investors

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.

Daniel Child, CFA, CPA, CA
Founder, Portfolio Manager at YTM Capital & the KJH Credit Fund

After graduating from Ivey Business School, Daniel embarked on a public accounting career. He earned his Chartered Accountancy designation and then changed gears, securing a job as a bond trader at CIBC in 1994. Three years later he moved to Scotiabank Global Banking & Markets where he rose to Head Corporate Bond Trader. He actively traded and made markets for 11 years with responsibility for Scotia’s Canadian corporate bond portfolio and MBS/ABS book. Daniel priced hundreds of new issues and traded billions of dollars of the Bank’s capital in bonds while employing risk management that allowed him to successfully report to the Bank’s Liability Committee. In 2010, Daniel combined his risk and credit expertise with his entrepreneurial spirit and founded YTM Capital. His vision is to provide investors with income solutions that protect on the downside and optimize the potential for strong risk-adjusted returns.
Daniel is co-portfolio manager of YTM Capital Credit Opportunities Fund, YTM Capital Fixed Income Alternative Fund with Karl Burnham, and portfolio manager of YTM Capital Mortgage Income Fund.


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