KJ Harrison Insights –
Managing Risk & Returns
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.
Sarah Bull, CIM®
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.
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: Credit – The 60/40 Portfolio is Broken
Sarah Bull, 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.