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Julia Batchenko

Julia Batchenko

Senior Equity Portfolio Manager at Red Cedar Investment Management, LLC

Cincinnati, OH , United States

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

OrganizationRoleDate RangeDetails
Red Cedar Investment Management, LLCSenior Equity Portfolio ManagerJan 2022 to Present
Red Cedar Investment Management, LLCEquity Portfolio ManagerSep 2019 to Jan 2022
Bahl & Gaynor Investment CounselPortfolio AnalystApr 2019 to Sep 2019
Clear Arc CapitalInvestment Research AnalystNov 2015 to Dec 2018
Fifth Third BankAssociate Wealth Management AdvisorSep 2013 to Nov 2015
Fifth Third BankFinancial AnalystAug 2011 to Sep 2013
Great American Financial ResourcesSenior Plan AdministratorDec 2008 to Aug 2011
Union Central Insurance and Investment CompanyAccount SpecialistMay 2007 to Dec 2008
Xavier Student Investment FundStudentMar 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 BASESTabulation AnalystOct 2005 to Dec 2006
Kent State UniversityGraduate AssistantAug 2002 to May 2004

Education

Xavier University

MBA, Finance

Kent State University

MA, Translation

Kursk State University (KSU)

Skills & Expertise

Market Research
Translation
Financial Analysis
Multilingual

Others at Red Cedar Investment Management, LLC (9)

NameRoleLocation
Brandon Bajema
Brandon Bajema
Co-Chief Investment OfficerGrand Rapids, MI , United States
C
Charlette Campbell
Investment AnalystGrand Rapids, MI , United States
C
Charlette Golder
Portfolio ManagerGrand Rapids, MI , United States
David Withrow
David Withrow
Managing PartnerCincinnati, OH , United States
J
Jason Schwartz
PartnerCincinnati, OH , United States
John Cassady
John Cassady
Managing Partner, Chief Executive Officer and Chief Investment OfficerGrand Rapids, MI , United States
Alex Everding
Alex Everding
Investment AnalystCincinnati, OH , United States
Corey Gilmer
Corey Gilmer
Investment AnalystGrand Rapids, MI , United States
Samantha Rusler
Samantha Rusler
Portfolio ManagerCincinnati, OH , United States