Jonathan Wellum
Jonathan Wellum is the Founder and CEO of Rocklinc Investment Partners, an independent management firm focusing solely on creating portfolios of high quality assets. An award-winning portfolio manager utilizing time-tested value investment approach, he also manages Rocklinc's Kokomo Fund, which provides long-term total returns of both income and capital gains by investing in a portfolio of global securities. Wellum has a distinguished career in the financial industry. He began his investment career with Portland Investment Counsel, formerly AIC Investment Services, where he most recently served as CEO and CIO. During his tenure at Portland Investment Counsel, he managed the AIC Diversified Canada Fund as well as a number of equity mutual funds. He also co-managed a number of exchange-traded funds and was responsible for Portland’s Private Client business which included high net worth and institutional clients. Before establishing his career in the investment industry, he held positions in corporate accounting at Deloitte & Touche.
Jonathan Wellum Professional Experience / Academic History
Professional Experience
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Founder and Chief Executive Officer
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CEO and CIO
Academic History
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M.A., Theology and Philosophy
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B.Sc., Biology
ROCKLINC
Under his leadership, Rocklinc has grown to become a leading independent investment management firm in Canada.
The firm is anchored to time tested principles of value investing, buying assets below their long-term intrinsic value and patiently holding until the value has been realized.
The fund he manages, the Kokomo fund, is focused on North American businesses, with flexibility to invest globally.
The Kokomo Fund is a good option for investors who are looking for a long-term investment with the potential for high returns.
The fund is well-positioned to take advantage of opportunities in the global markets and is managed by a team of experienced investment professionals.
RECOGNITION
1999 Canada's "Top 40 Under 40"
1997 Canadian Mutual Fund Awards Gala's fund Manager of the Year
1995 Investment Executive Magazine's Fund Manager of the Year
AFFILIATIONS
Investment Pool Committee, McMaster University
Elder, Trinity Baptist Church in Burlington Ontario
MEDIA & APPEARANCES
He is a regular speaker at industry conferences and events.
He is a highly respected member of the investment community and is known for his integrity, intelligence, and dedication to his clients.