Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics
In this podcast, we talk about the top themes informing KJH's investment decisions including the progress of the vaccine and reopening of the economy, continued government stimulus and how higher yields affect investors.
Canadians are grossly underinvested in senior loans and Jeff Sujitno, Senior Portfolio Manager at Wellington Square Capital Partners, says it’s a missed opportunity. For context, this huge US$1.3 trillion market is equivalent to about 70% of the entire Canadian stock universe. Jeff explains this key advantage of the KJH Senior Loan Fund.
Since the first one launched in the early 2000s, special purpose acquisition companies – SPACs, for short – have largely occupied a small niche of the financial world. That changed last year. In 2020, more than 200 SPACs listed on U.S. exchanges, representing a market value of over US$60 billion. KJH's Philip Lieberman provides some clarity on SPACs amidst the buzz.
Our host Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, talks with CEO, Joel Clark, about the top themes informing KJH's investment decisions including the changing macro-economic backdrop, pent-up consumer demand and the exciting growth opportunities in the US.
Our host Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, talks with KJH's CEO, Joel Clark, about the top three themes informing our investment decisions in 2021: the blue wave, the vaccine and inflation. We also reflect on the many major events of 2020 and their impact on markets and investments.
KJH CEO, Joel Clark, and Wellington Square Portfolio Manager, Jeff Sujitno, outline the investment case for Senior Loans in a low-yield environment.
Ontario Dental Association, October 2020 – by Sarah Bull, Partner & Portfolio Manager, & Philip Lieberman, Partner & Portfolio Manager at KJ Harrison The COVID-19 environment has been tough on everybody, and dentists are certainly […]
Many young players dream of a career in the big leagues. For a select few, it turns into a dream come true – one that follows years of sweat, dedication and sacrifice, from themselves and […]
Philip Lieberman, Partner & Portfolio Manager at KJ Harrison, draws on over 25 years of experience advising family enterprises to outline his top tips for creating a realistic and workable family business succession plan.
KJ Harrison’s Chief Investment Officer, Peter Barlas, explains the importance of a ‘barbell’ approach to investing when faced with unpredictable ‘black swan events’.
By Sarah Bull, Partner & Portfolio Manager at KJ Harrison & Philip Lieberman, Partner & Portfolio Manager at KJ Harrison As a financial management adviser to high-net-worth individuals and families, we see more and more […]
Crime is a lot like a beach-ball in a swimming pool. You can push it down to the bottom, but it will slip through your hands and resurface somewhere else. Street crime is falling – […]
No matter the size of the portfolio or the age of their children, many of our clients are wondering how to raise their kids with the skills and knowledge they need to be financially competent. […]