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As an associate portfolio manager, Jonathan is responsible for supporting the Canadian fixed-income team’s strategies with a focus on high-yield securities. On the investment-grade side, he covers credit research for public-private partnership and project finance sectors. Jonathan joined the firm as part of the investment division rotational program, where he gathered research experience in global equities and commodities.
Prior to joining the firm, Jonathan interned as a research analyst at UBS Global Asset Management and American International Group. He holds the Chartered Financial Analyst designation.
Education: B.B.A., Finance, Wilfrid Laurier University
Joined the company: 2009
Began career: 2007
1 On November 7, 2014, the Manulife Balanced Income Private Pool merged into Manulife Balanced Income Private Trust. Because the fund that was merged into the Manulife Balanced Income Private Trust had a larger asset base than the Manulife Balanced Income Private Trust, the performance data for the Manulife Balanced Income Private Trust may not be provided for any period prior to the merger transaction. 2 Formerly Manulife Canadian Bond Plus Fund. On May 25, 2018, Manulife Canadian Corporate Bond Fund merged into the Manulife Canadian Unconstrained Bond Fund. 3 On April 6, 2018, the Manulife Canadian Monthly Income Class was renamed the Manulife Fundamental Income Class. On April 20, 2018, the Manulife Canadian Opportunities Balanced Class merged into the Manulife Fundamental Income Class. 4 Formerly Manulife Canadian Monthly Income Fund. On May 25, 2018, the Manulife Canadian Opportunities Balanced Fund merged into the Manulife Fundamental Income Fund. 5 On May 25, 2018 the Manulife Conservative Income Fund merged into the Manulife Yield Opportunities Fund.
Manulife Funds (including the Trust Pools) and Manulife Corporate Classes (including the Class Pools) are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Manulife, Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.