Julia Batchenko
Senior Equity Portfolio Manager at Red Cedar Investment Management, LLC
About
Julia Batchenko, CFA, is a Partner and Senior Equity Portfolio Manager at Red Cedar Investment Management, LLC in Cincinnati, Ohio. In her current role, she is responsible for leading portfolio construction and management across various equity strategies, focusing on generating strong risk-adjusted returns through rigorous fundamental analysis and active security selection.
Her investment coverage is broad, including global equities with a particular emphasis on high-quality, income-producing asset classes, as well as multi-sector and SRI (socially responsible investing) strategies. She is involved in managing portfolios that incorporate both top-down macro perspectives and bottom-up security selection, utilizing sectors such as preferreds, hybrids, global fixed income, and equity instruments to achieve diversified income generation.
Julia began her finance career in 2011 and has held roles as Equity Portfolio Manager and Portfolio Analyst at reputable investment firms before advancing to her current leadership position at Red Cedar Investment Management. She holds an MBA in Finance from Xavier University, an MA in Translation from Kent State University, and a degree from Kursk State University, and has earned the Chartered Financial Analyst (CFA) designation, underscoring her strong analytical and investment expertise.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Red Cedar Investment Management, LLC | Senior Equity Portfolio Manager | Jan 2022 to Present | — |
| Red Cedar Investment Management, LLC | Equity Portfolio Manager | Sep 2019 to Jan 2022 | — |
| Bahl & Gaynor Investment Counsel | Portfolio Analyst | Apr 2019 to Sep 2019 | — |
| Clear Arc Capital | Investment Research Analyst | Nov 2015 to Dec 2018 | — |
| Fifth Third Bank | Associate Wealth Management Advisor | Sep 2013 to Nov 2015 | — |
| Fifth Third Bank | Financial Analyst | Aug 2011 to Sep 2013 | — |
| Great American Financial Resources | Senior Plan Administrator | Dec 2008 to Aug 2011 | — |
| Union Central Insurance and Investment Company | Account Specialist | May 2007 to Dec 2008 | — |
| Xavier Student Investment Fund | Student | Mar 2008 to Aug 2008 | Managed the Xavier Student Investment Fund over $1 Million in assets using an enhanced bond indexing approach, which consists of three sectors: Treasury, Federal Agency, and Corporate. The fund was ma... |
| ACNielsen BASES | Tabulation Analyst | Oct 2005 to Dec 2006 | — |
| Kent State University | Graduate Assistant | Aug 2002 to May 2004 | — |
Education
Xavier University
MBA, Finance
Kent State University
MA, Translation
Kursk State University (KSU)
Skills & Expertise
Others at Red Cedar Investment Management, LLC (9)
| Name | Role | Location |
|---|---|---|
| Co-Chief Investment Officer | Grand Rapids, MI , United States | |
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 | |
| Portfolio Manager | Cincinnati, OH , United States |