KJ Harrison Insights –
Managing Risk & Returns

KJH Perspectives: A View On Equities - Navigating Inflation and Rising Rates

Sarah Bull, Partner & Portfolio Manager, and Andrew Csumrik, Co-Portfolio Manager of the KJH Income Opportunities Fund and the KJH Opportunities Fund, discuss the current equity markets, offering insights on the current macro environment as well as our KJH investment philosophy and risk management strategies. The discussion will touch on the current market volatility as well as the opportunities we are seeing in certain sectors and how we expect to deliver returns on our clients’ portfolios in 2022.

Your Host

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.

Andrew Csumrik, CFA

Andrew Csumrik is a Portfolio Manager and a member of the KJH Investment Team.

Andrew is Co-Portfolio Manager of the KJH Income Opportunities Fund and the KJH Opportunities Fund.  Prior to joining KJ Harrison Investors full time in August 2013, Andrew spent three co-op terms with the firm as a research associate as part of his university program. Andrew was a member of the Laurier Student Investment Fund (LSIF) as a Financial Analyst.


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