Investment Strategies
We can’t predict, but we can prepare
Our investment strategies are carefully designed to thrive in all types of economic and financial market environments to protect and grow our clients’ portfolios.
We allocate our clients’ capital across a selection of carefully crafted income, alternative and equity investment strategies. Each strategy strives to exceed our risk-adjusted objectives.
Income Strategies
The investment objective of the KJH Fixed Income Fund is to provide a stable source of income through an actively managed, diversified portfolio of predominately North American fixed income, debt, debt-like and preferred share securities.
The investment objective of the KJH Income Opportunities Fund is to generate stable and dependable income, together with an opportunity for capital appreciation through the ownership of preferred share equities, investment and non-investment grade bonds, and dividend-yielding common shares of Canadian and U.S. Corporations.
To listen to the KJH Insights podcast featuring Andrew Csumrik, Co-Portfolio Manager of the KJH Income Opportunities Fund, click here.
Alternative Strategies
The investment objective of the KJH Senior Loan Fund is to generate stable and consistent income while minimizing long-term volatility by focusing on senior bank loans and corporate borrowers that are non-investment grade rated.
To listen to the KJH Insights podcast featuring Jeff Sujitno, Portfolio Manager of the KJH Senior Loan Fund, click here.
YTM Capital Credit Opportunities Fund (KJH Credit Fund merged effective January 1, 2024)
The investment objective of the YTM Capital Credit Opportunities Fund is to seek maximum risk-adjusted returns while preserving capital, utilizing diversified investment strategies that focus on Canadian investment-grade corporate fixed-income securities. This fund is offered through YTM Capital Asset Management Ltd.
YTM Capital Mortgage Income Fund
The investment objectives of the YTM Capital Mortgage Income Fund are to invest in mortgages and other authorized investments with capital preservation as the main investment criteria, to achieve stable, above average returns for short term secured investments, and to provide stable monthly distributions for investors. This fund is offered through YTM Capital Asset Management Ltd.
Core Equity Strategies
The investment objective of the KJH Strategic Investors Fund is to generate long-term capital growth, predominantly through the ownership of Canadian and U.S. equities.
KJH Opportunities Fund
The investment objective of the KJH Opportunities Fund is to generate long-term capital growth, predominantly through the ownership of North American securities that are considered small- and mid-cap stocks.
To view a webcast featuring Peter Barlas, Portfolio Manager of the KJH Opportunities Fund, click here.
To listen to the KJH Insights podcast featuring Andrew Csumrik, Co-Portfolio Manager of the KJH Opportunities Fund, click here.
The investment objective of the KJH Technology & Growth Fund is to generate long-term capital growth, predominantly through the ownership of equity in Canadian and U.S. entities across all sectors of the economy that are benefiting from long-term structural change brought about by rapid adoption of new technologies.
To view a webcast featuring Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, click here.
To listen to the KJH Insights podcast featuring Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, click here.
Focused Equity Strategies
KJH Founders Fund (formerly KJH Sweet Sixteen Fund)
The investment objective of the KJH Founders Fund is to generate long-term capital growth, predominantly through the ownership of a portfolio of North American equity securities focused on a limited number of themes, industries and positions.
The investment objective of the KJH Energy Partners Fund is to generate long-term capital growth, predominantly through the ownership of North American equities of companies that are a) engaged in exploration and development of oil and gas; or b) provide energy-related services to such companies.
Benchmark Index Disclosure
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