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 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.
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.
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 Daniel Child, 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.
Core Equity Strategies
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.
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 Strategic Investors Fund is to generate long-term capital growth, predominantly through the ownership of Canadian and U.S. equities.
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
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.
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
Click here for more information.
