Richard Usher-Jones

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investment management closedend funds pooled funds mutual funds advisor relationships investment funds portfolio management fixed income active management equity funds corporate bonds short-term funds long-term investment diversification wealth management financial advisory equity income financial goals tax-efficient investing canadian equities high yield risk management market analysis investment strategies predictions distributions etfs social responsibility advisor partnerships credit analysis global markets risk-adjusted returns alternative investments asset allocation fund performance wealth accumulation financial planning client services institutional investment performance appraisal alternative credit corporate treasury capital structure investment approach high conviction bottom-up analysis top quartile long-term returns investment opportunities sustainable investing investment consultancy high-quality investments market inefficiencies strategic asset management financial services financial consulting consulting management consulting