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
KJH Income Opportunities Fund
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.
Alternative Strategies

KJH Credit Fund

The investment objective of the KJH Credit 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.

To listen to the KJH Insights podcast featuring Karl Burnham, Portfolio Manager of the KJH Credit Fund, click here.

KJH Senior Loan Fund

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.

KJH Select Fund formerly known as KJH Long/Short Fund

The investment objective of the KJH Select Fund is to maximize return while mitigating market risks through an actively managed portfolio of long and short positions.

Core Equity Strategies

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 equity securities that have a market capitalization float of no more than $1 billion in Canada and $2 billion in the U.S.

To view a webcast featuring Peter Barlas, Portfolio Manager of the KJH Opportunities Fund, click here.

KJH Strategic Investors Fund

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 Technology & Growth Fund

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.

Focused Equity Strategies

KJH Sweet Sixteen Fund

The investment objective of the KJH Sweet Sixteen Fund is to generate long-term capital growth, predominantly through the ownership of a concentrated portfolio of North American equity securities.

KJH Energy Partners Fund

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

The reference benchmark for a KJH Fund provides a performance target against which the Fund’s performance is measured over a period of time. The Fund Manager chooses a benchmark, or a blended set of benchmarks, relevant to the investment objective and strategy of the respective Fund. As many Funds employ a currency hedging strategy, benchmark indices are not converted into the same reporting currency as the Fund.

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