Hartford Investments

Black Creek Investment Management

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Founded
2004


Headquarters
Toronto, ON

 

Read the latest commentaries:

Bill Kanko
Richard Jenkins: 
Hartford International Equity Fund
Hartford Global Balanced Fund

 

Advisor Materials

Below is just a sample of the wealth of materials available to you:

Fund Fact Sheets:

In their own words:

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Black Creek Investment Management
Long-term focus on global equity investing


Portfolio management bio
Available exclusively through Hartford Investments, Black Creek Investment Management manages global equity, international equity and balanced funds. Headed by award-winning money managers Bill Kanko and Richard Jenkins, Black Creek pursues a global equity mandate with no restrictions on finding the best businesses in the world. They are driven by identifying proprietary ideas and global businesses that will do well for investors over the long term.


Investment philosophy
Drawing from experience measured in decades instead of years, Black Creek's managers Bill Kanko and Richard Jenkins develop proprietary investment ideas that differentiate their views on companies compared to the market's position. They evaluate companies through an entrepreneurial perspective that considers competitiveness, market share, barriers to entry, growth potential and management. Companies are considered worth buying only when the differentiated proprietary views of the managers are not accounted for in the market's valuation.


Funds managed

  • Hartford Global Leaders Fund: Go anywhere, concentrated, global equity mandate of 20 to 25 high-quality stocks.
    Category: Global and international equity.

  • Hartford Global Balanced Fund: Go anywhere, concentrated global balanced mandate that pairs Black Creek's equity expertise with fixed income managed by Hartford Investment Management. The portfolio has neutral weight of 60 percent equity, 40 percent fixed income.
    Category: Canadian and global balanced.

  • Hartford International Equity Fund: Seeks long-term capital growth by investing primarily in equity securities of companies located outside of Canada and the U.S. Category: International equity.

 

Kanko and Jenkins in the media:

 

 

Learn more about the mutual funds managed by Black Creek Investment Management .