Portfolio Manager Commentaries

Want to know what your portfolio managers are thinking and why? NexGen’s monthly portfolio manager commentaries provide insight into the factors influencing our managers’ everyday decisions.
Jonathan Baird
NexGen Financial Limited Partnership
Jonathan manages the NexGen Global Value portfolios. His commentary will take into consideration world stock markets and the current, political, economic events that impact them.

Keith Graham
Rondeau Capital Inc.
As an absolute return manager, Keith Graham’s investment process is rooted in the principals of capital protection and risk managed growth. His market commentary discusses his approach to achieving those principals.

Jeff Herold
JZechner Associates Inc.
Jeff is lead manager for NexGen’s fixed income mandates and cash/money market funds. His monthly commentary gives his perspective on bonds trends and movements and what will impact them in the future.

Jill MacRae
JZechner Associates Inc
Jill manages two NexGen Funds: NexGen American Growth and NexGen North American Dividend and Income. Her thoughtful commentary describes what has affected the funds over the past month.

Bob McWhirter
Selective Asset Management Inc
Bob manages a range of NexGen’s Canadian and US mandates. His commentary focuses on the major equity developments influencing the performance of these portfolios.

Jeff Young
NexGen Financial Limited Partnership
Jeff is responsible for the large cap portfolios at NexGen. His analysis provides straight forward answers on what has happened in the markets in the recent past and what to watch out for in the near future.

John Zechner
JZechner Associates Inc
John manages the NexGen Canadian Balanced Growth Funds. As the Founding Partner of his investment firm, John provides well-researched and insightful macro-economic analysis on current markets.

