Portfolio manager Jeff Sujitno discusses recent performance of the IA Clarington Core Plus Bond Fund; how he has recalibrated the portfolio to capture future upside potential; and why he expects capital gains from spread compression.
Webcasts, podcasts and conference calls
Webcasts ｜Wellington Square ｜Sep 11, 202011 Sep 2020
Webcasts ｜Wellington Square ｜Aug 25, 202025 Aug 2020
In this wide-ranging webcast, portfolio manager Jeff Sujitno discusses recent performance of the IA Clarington Floating Rate Income Fund, how dispersion is creating alpha opportunities, why he expects senior loans to be bid up in the search for yield, and attractive opportunities in the new issue market.
Webcasts ｜Wellington Square ｜Jun 1, 20201 Jun 2020
Jeff Sujitno discusses recent performance and explains how he’s recalibrating the portfolio to capture future upside potential.
Webcasts ｜Wellington Square ｜May 29, 202029 May 2020
In this wide-ranging webcast, portfolio manager Jeff Sujitno discusses why the senior loan asset class remains attractive, his conservative, risk-conscious approach to credit selection, IA Clarington Floating Rate Income Fund's capital gains potential, and how capitalizing on emerging opportunities is possible due to the flexibility his current cash allocation provides.
Conference calls ｜Dan Bastasic, David Rolley, Jeff Sujitno ｜Mar 11, 202011 Mar 2020
In this conference call, three of our portfolio managers address the market and economic impact of the coronavirus outbreak.
The call features:
Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, IA Clarington Investments Inc.
David Rolley, Vice-President & Portfolio Manager, Loomis, Sayles & Company, L.P.
Jeff Sujitno, Senior Vice-President, Investments & Portfolio Manager, IA Clarington Investments Inc.