Conference Call with Jeff Sujitno, iA Clarington Investments
Jeff joined the iA Clarington investment management team as Portfolio Manager and Vice President, Investments, in 2013. Jeff specializes in fixed income and corporate credit, with a focus on corporate bonds, senior secured floating rate loans and high yield bonds.
Prior to joining iA Clarington, Jeff was lead portfolio manager for the fixed income and credit mandates of a boutique Canadian investment firm, where he created the firm’s senior loan business. In the past, Jeff was responsible for institutional funds, investing in mezzanine loans and private equity on behalf of some of Canada’s largest pension plans.
Jeff has more than 15 years of investment experience. He is a Chartered Investment Manager and Chartered Professional Accountant. He also holds an HBA from Ivey Business School, Western University.
Read Jeff's monthly commentaries.
Jeff's philosophy
Jeff is recognized for his experience and skilled analysis of credit risk. His goal is to build high-conviction portfolios that capture attractive income streams while minimizing risk and exposure to economic and market conditions. Jeff's approach involves identifying companies with a long history of generating sustainable and predictable cash flows and assessing not only price and yield, but also the strength of credit agreements and structure.
VideosVidéos
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Positioning for a strengthening economyPositioning for a strengthening economy
Rising rates are a sign of late-cycle economic strength, and historically that means value stocks are poised to outperform. In this video, David Taylor provides an update on what he’s seeing in the economy and markets and touches on some of the big issues making headlines, including the trade war and energy price weakness.
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Buying the dips in a maturing cycleBuying the dips in a maturing cycle
Many investors are concerned about recent market volatility, but not so for portfolio manager Peter Prattas.
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Finding opportunity in an elevated risk environmentFinding opportunity in an elevated risk environment
Market volatility and slowing global economic growth are widening the gap between winning and losing asset classes and securities....
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Positioning for value's resurgencePositioning for value's resurgence
Growth stocks have been outperforming for some time, but conditions are ripe for a rotation into value...
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Capturing alpha opportunities across the market cycleCapturing alpha opportunities across the market cycle
In this wide-ranging video commentary, Eileen Riley provides an update on the performance of IA Clarington Global Allocation Fund...
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Challenges and opportunities in fixed incomeChallenges and opportunities in fixed income
Rising interest rates and widening spreads have been major headwinds for many fixed-income funds recently...
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Flexible options for a mid-cycle environmentFlexible options for a mid-cycle environment
Many industry analysts suggest we’re in the later stages of the current market cycle...
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Unearthing value opportunities across the globeUnearthing value opportunities across the globe
Being a disciplined value investor requires an ability to break from the crowd and invest amid widespread pessimism...
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Finding opportunities in a maturing cycleFinding opportunities in a maturing cycle
We’re well into the advanced stages of the business cycle and bull market, but Clément Gignac believes there’s little reason to worry about a recession or major market downturn. ..
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Thinking outside the equity style boxThinking outside the equity style box
Outperforming the market requires fresh, original thinking that ignores the constraints of conventional approaches to assessing a stock’s value...
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Opportunity and risk in global fixed incomeOpportunity and risk in global fixed income
The global bond market is much more favourable today than it was two years ago, but it remains a highly challenging environment that calls for deep research and a selective approach...
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Finding opportunity in transformative changeFinding opportunity in transformative change
The conditions businesses are operating in are transforming rapidly, with wide-ranging consequences for investors...
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Finding opportunities to invest responsiblyFinding opportunities to invest responsibly
Today’s challenging markets will test even the most seasoned stock pickers, but the right process can help...
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Time to embrace socially responsible investing (SRI)Time to embrace socially responsible investing (SRI)
The growing popularity of SRI is no accident, as more and more investors now understand ...
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Sticking with the processSticking with the process
Finding value in today’s small-cap market is no simple task, but with the right process...
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Finding opportunities in a mature equity marketFinding opportunities in a mature equity market
Global equity market valuations are high, but there’s still value to be had...
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Tailwinds for the high-yield bond marketTailwinds for the high-yield bond market
Synchronized global economic growth and healthy fundamental conditions make high-yield corporate bonds...
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Equities have room to runEquities have room to run
It wasn’t so long ago that investors feared the U.S. equity market was overheated and out of gas...
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Sticking to the disciplineSticking to the discipline
It’s never easy to go against the crowd, but that’s exactly what Larry Sarbit does...
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Disruption yields opportunityDisruption yields opportunity
Companies have been sitting on piles of cash for years, but they’ve been reluctant to use it...
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Room to run for the equity marketsRoom to run for the equity markets
Synchronized global economic growth is likely to continue through 2019...
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Active InsightsPoints de vue actifs
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- Sep 27, 201827 Sep 2018
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Market Insights - Aug 8, 20188 Aug 2018
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Webcasts and conference calls - May 9, 20189 May 2018
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Market Insights - Dec 19, 201719 Dec 2017
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Market Insights - Jun 22, 201722 Jun 2017
For all Jeff Sujitno's Market Insights click here
In the news
Apollo tries to see just how much loan investors will bend
Bloomberg News, December 9, 2016
Read more