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Justin Adam Jacobsen
Portfolio Manager-Fixed Income chez
PenderFund Capital Management Ltd.
Profil
Mr. Justin A. Jacobsen, CFA MBA, is a Portfolio Manager at PenderFund Capital Management Ltd. He joined Pender in August 2021.
Mr. Jacobsen worked as a Senior Portfolio Manager at one of Canada’s largest pension fund managers.
During his four-year tenure, he was responsible for managing a high-yield-focused credit strategy, generating returns for the underlying pension funds.
He has also spent 11 years at a highly regarded Canadian investment firm.
He worked in progressive roles as a member of the firm’s fixed-income team.
His investment research contributed to the Absolute Return and High Yield Bond strategies at the firm.
He received his Bachelor's in History from Western University and an MBA in Finance from Washington State University.
Postes actifs de Justin Adam Jacobsen
| Sociétés | Poste | Début |
|---|---|---|
PenderFund Capital Management Ltd.
 PenderFund Capital Management Ltd. Investment ManagersFinance Pender aims to protect and grow wealth over time by active management of their suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve their client's goal. The firm believes that small and nimble funds with concentrated portfolios of value-based investments have the potential to generate superior long-term, risk-adjusted returns. | Portfolio Manager-Fixed Income | 01/08/2021 |
Anciens postes connus de Justin Adam Jacobsen
| Sociétés | Poste | Fin |
|---|---|---|
Phillips, Hager & North Investment Management
 Phillips, Hager & North Investment Management Financial ConglomeratesFinance Phillips, Hager & North Investment Management (PHN) offers equity, fixed-income and balanced investment products. The firm offers a variety of equity funds including Canadian, international, emerging markets and sector-specific offerings across all market-caps. They apply a wide variety of investment styles including: value, growth and quality growth at a reasonable price. PHN uses a combination of fundamentals-driven and top-down research. Their fundamental research focuses on individual companies and considers measures such as earnings, growth, balance sheet strength and management quality. Valuation is also an integral part of their process as a stock must be well-priced. The firm's top-down research focuses on economic conditions and the operating climate for a given stock. PHN employs a multiple strategy fixed-income investment approach. Their actively managed funds and investment solutions provide access to a wide range of fixed-income instruments including money market, mortgage securities, Government bonds (federal provincial), corporate bonds, high-yield bonds and foreign bonds. | Analyst-Fixed Income | 01/11/2010 |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC GAM is an active, engaged and responsible investor that manages Canadian, US and global equity, fixed-income and balanced portfolios. Their investment approach relies on a variety of fundamental and quantitative research and technical analysis. The firm invests across a variety of sectors. Their fixed-income strategies focus on investments in government securities, investment grade bonds and high yield corporate bonds. In addition, they offer a debt strategy for emerging markets in Latin America, Eastern Europe, Asia and the Middle East, as well as investment strategies based on the use of futures, forwards and options. | Analyst-Fixed Income | - |
Formation de Justin Adam Jacobsen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Phillips, Hager & North Investment Management
Phillips, Hager & North Investment Management Financial ConglomeratesFinance Phillips, Hager & North Investment Management (PHN) offers equity, fixed-income and balanced investment products. The firm offers a variety of equity funds including Canadian, international, emerging markets and sector-specific offerings across all market-caps. They apply a wide variety of investment styles including: value, growth and quality growth at a reasonable price. PHN uses a combination of fundamentals-driven and top-down research. Their fundamental research focuses on individual companies and considers measures such as earnings, growth, balance sheet strength and management quality. Valuation is also an integral part of their process as a stock must be well-priced. The firm's top-down research focuses on economic conditions and the operating climate for a given stock. PHN employs a multiple strategy fixed-income investment approach. Their actively managed funds and investment solutions provide access to a wide range of fixed-income instruments including money market, mortgage securities, Government bonds (federal provincial), corporate bonds, high-yield bonds and foreign bonds. | Finance |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington State University
 Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RBC Global Asset Management, Inc.
RBC Global Asset Management, Inc. Investment ManagersFinance RBC GAM is an active, engaged and responsible investor that manages Canadian, US and global equity, fixed-income and balanced portfolios. Their investment approach relies on a variety of fundamental and quantitative research and technical analysis. The firm invests across a variety of sectors. Their fixed-income strategies focus on investments in government securities, investment grade bonds and high yield corporate bonds. In addition, they offer a debt strategy for emerging markets in Latin America, Eastern Europe, Asia and the Middle East, as well as investment strategies based on the use of futures, forwards and options. | Finance |
PenderFund Capital Management Ltd.
PenderFund Capital Management Ltd. Investment ManagersFinance Pender aims to protect and grow wealth over time by active management of their suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve their client's goal. The firm believes that small and nimble funds with concentrated portfolios of value-based investments have the potential to generate superior long-term, risk-adjusted returns. | Finance |
