Justin Jacobsen

Justin Jacobsen, CFA, is the Portfolio Manager of the Pender Alternative Absolute Return Fund. With over 15 years in the investment industry, Justin joined Pender in August 2021.

Justin’s investment approach is centered on a quick response to market dynamics, taking advantage of opportunities and reacting to increased risk. The key is intelligent security selection across capital structures and markets, supported by active investing, as experienced and applied through multiple market cycles. He utilizes strategies such as distressed credit investing, event-driven trading, capital structure arbitrage, and actively works with management teams to help shape positive outcomes for the securities held.

Justin graduated with a BA in Honours History from Western University and an MBA in Finance from Washington State University. He earned his Chartered Financial Analyst designation in 2012.

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Justin Jacobsen

Articles

Risk markets seem unstoppable

Worrisome credit/equity divergence

Stretched valuations

Defensive positioning in high yield bond market

The surprising strength of the risk-asset rally

Strong bounce in risk assets could continue

Hunting for returns in volatile high-yield bond market

Significant bottom in high-yield spreads

Catalysts for a risk reset

High yield credit: volatility in early 2025

Caution advised

Curb your enthusiasm in high yield bonds

Tight high-yield spreads flash caution signal

The risks of elevated fixed-income expectations

High-yield market tanks in September

Decoding mixed messages in the market

Current credit-equity divergence opens opportunity

The risk in the risk trade

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