Podcast

KJ Harrison Insights –
Managing Risk & Returns

KJH Perspectives: Senior Loans - A Low Volatility Asset Class with Attractive Yields

Sarah Bull, Partner & Portfolio Manager, and Jeff Sujitno of Wellington Square Capital Partners and Portfolio Manager of the KJH Senior Loan Fund, delve into the current fixed income environment and why senior loans are an important part of our asset allocation decisions for clients. Sarah and Jeff present a primer on senior loans, why this asset class is attractive in a period of ascending rates and the factors they are considering for the portfolio in 2022.


Your Host
Sarah Bull

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.
Guests
Joel Clark, CEO of KJ Harrison Investors

Jeff Sujitno, CPA, CA and CIM®
Portfolio Manager at Wellington Square Capital Partners
Portfolio Manager of the KJH Senior Loan Fund

Jeff has a 20-year investment track record managing portfolios for institutional and retail clients. He is responsible for portfolio construction and positioning, and is responsible for private credit security selection.

Prior to founding Wellington Square, Jeff was Senior Vice President of Investments at IA Clarington where he was the Lead Portfolio Manager of several funds and ETFs. Previously, Jeff was a Partner and Portfolio Manager at Norrep Funds where he created and led their senior loan investment business. Jeff began his investment career at McKenna Gale Capital joining as an Associate and becoming a Partner. At McKenna Gale, Jeff helped to manage funds on behalf of the largest institutional funds in Canada.

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