KJ Harrison Insights – Managing Risk & Returns
This podcast series is hosted by the Partners and Portfolio Managers at KJ Harrison Investors who manage over $1.4 billion in assets. Our team specializes in constructing investment portfolios for high and ultra-high-net-worth individuals, delivering solid long-term, risk-adjusted rates of return and advising clients’ on the complexities associated with their wealth.
Episode 4 – Early Stages of Recovery
KJH Portfolio Managers discuss the top themes informing KJH’s investment decisions including the changing macro-economic backdrop, pent-up consumer demand and the growth opportunities in the US.
Episode 3 – 2021 Investment Insights
KJH Portfolio Managers discuss 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.