Brandon Bajema
Co-Chief Investment Officer at Red Cedar Investment Management, LLC
About
Brandon Bajema is Co-Chief Investment Officer and Partner at Red Cedar Investment Management, LLC, based in Grand Rapids, MI. In this leadership role, he is responsible for co-developing, maintaining, and overseeing the firm’s investment strategies, with a particular focus on its flagship Strategic Income and Preferred & Income Securities strategies. He brings a global macro perspective and implements specialized research across the capital structure to deliver high-quality, income-producing solutions for institutional clients.
Bajema's investment expertise centers on global fixed income, multi-currency credit portfolios, preferred securities, and income-producing asset classes, including both investment grade and high yield mandates. His experience covers banks, asset managers, finance companies, and insurance companies, reflecting deep knowledge in financial sector corporate credit as well as cross-sector opportunities in income-generating securities.
Prior to joining Red Cedar in 2021, Bajema was a Portfolio Manager at Abu Dhabi Investment Authority (ADIA), managing global credit portfolios of $1-2 billion USD equivalency. He previously served as Director in the Financial Institutions Group at Fitch Ratings, and as an Audit Manager at BDO focusing on banks and insurance companies. Brandon holds a BS in Economics and an MSA in Accounting from Grand Valley State University; he is a CFA charterholder and a CPA (inactive).
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Red Cedar Investment Management, LLC | Co-Chief Investment Officer | Apr 2021 to Present | — |
| ADIA | Portfolio Manager | Jan 2013 to Apr 2021 | Began at ADIA as an investment grade portfolio manager covering financial institutions before transitioning first to non-financial corporates and finishing as the high yield portfolio manager. Mandat... |
| Fitch Ratings | Director | Dec 2010 to Jan 2013 | — |
| BDO Seidman, LLP | Manager | Aug 2005 to Dec 2010 | Auditor who specialized in the banking and insurance industries. |
| Macatawa Bank | Credit Analyst | May 2003 to Aug 2005 | — |
Education
Grand Valley State University (MSA)
MSA, Accounting
2003 — 2007
Grand Valley State University (BS)
BS, Economics
1999 — 2003
Grand Rapids Union High School
Diploma, General
1996 — 1999
Skills & Expertise
Others at Red Cedar Investment Management, LLC (9)
| Name | Role | Location |
|---|---|---|
C Charlette Campbell | Investment Analyst | Grand Rapids, MI , United States |
C Charlette Golder | Portfolio Manager | Grand Rapids, MI , United States |
| Managing Partner | Cincinnati, OH , United States | |
J Jason Schwartz | Partner | Cincinnati, OH , United States |
| Managing Partner, Chief Executive Officer and Chief Investment Officer | Grand Rapids, MI , United States | |
| Investment Analyst | Cincinnati, OH , United States | |
| Investment Analyst | Grand Rapids, MI , United States | |
| Senior Equity Portfolio Manager | Cincinnati, OH , United States | |
| Portfolio Manager | Cincinnati, OH , United States |