KJ Harrison Insights –
Managing Risk & Returns
Sarah Bull, Partner & Portfolio Manager, and Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, discuss the opportunities for technology and growth stocks. They look back on how the market has viewed tech stocks since 2020, the heightened market volatility, the recent sell-off in tech stocks, and share their views on the sector for 2022. Sarah and Reza also discuss the role that tech stocks continue to play in your investment portfolios.
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.
Reza Samahin, P.Eng, CFA
Reza Samahin is a Portfolio Manager and a member of the KJH Investment Team. Reza focuses exclusively on investing in global technology companies. Reza has over 20 years combined experience in capital markets and the technology industry. Prior to joining KJ Harrison Investors in 2011, Reza was a Portfolio Manager at Natcan Investment Management Ltd. and Altamira Management Ltd. where he was a Lipper Fund Award recipient in the Technology category. Reza is a Professional Engineer and has held management positions at Amdocs Inc., Algorithmics Ltd. and IBM Labs.
Episode 16 – What to Watch: A Look Back on 2021 and Our Investment Outlook for 2022 (January 2022)
Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the current market, inflation risk and the Fed’s anticipated response, as well as the investment opportunities in 2022.
KJH Perspectives: A View On Equities – Navigating Inflation and Rising Rates
Sarah Bull, Portfolio Manager, and Andrew Csumrik, Co-Portfolio Manager of the KJH Income Opportunities Fund and KJH Opportunities Fund, discuss the current equity markets, offering insights on the current macro environment.