Jeff has nearly two decades of investment management experience and is the founder of Wellington Square1. He specializes in fixed income and credit, with a focus on senior loans, high-yield bonds and investment grade corporate bonds.

Prior to Wellington Square, Jeff was Senior Vice-President, Investments and Portfolio Manager at iA Clarington. He was previously 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. He has also managed institutional funds, investing in mezzanine loans and private equity on behalf of some of Canada’s largest pension plans.

Jeff is a Chartered Investment Manager and Chartered Professional Accountant. He holds an HBA from the Richard Ivey School of Business at the University of Western Ontario.

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2020 Mid-Year Review

1Wellington Square refers to Wellington Square Capital Partners Inc. (sub-advisor) and Wellington Square Advisors Inc. (sub-sub advisor).

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.

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