Profil
Mr. Johnathan P.
Munko is a Portfolio Manager at Massachusetts Financial Services Co. and at MFS Institutional Advisors, Inc. He is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management.
In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management.
He also participates in the research process and strategy discussions.
He took on portfolio management responsibilities in 2019 and served as the US financial services sector leader as part of his analyst duties for three years.
He previously served as a Senior Associate at PwC for two years, following three years as an Associate.
He began his career in the financial services industry in 2003.
He earned a Bachelor of Science degree magna cum laude in accounting and computer science from Boston College and a Master of Business Administration degree from Dartmouth College's Tuck School of Business.
Postes actifs de Johnathan Munko
| Sociétés | Poste | Début |
|---|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Gestionnaire de Portefeuille-Actions | 01/01/2019 |
MFS Institutional Advisors, Inc.
MFS Institutional Advisors, Inc. Investment ManagersFinance MFSI primarily manages long-only investment strategies. To a lesser extent, the MFS Global Group manages some strategies that may employ both long and short positions as a principal strategy and/or manages exposure to asset classes, markets, and currencies, primarily using derivatives. The firm utilizes various investment techniques to implement their investment strategies. In addition, they may use exchange-traded and OTC derivatives to manage currency or interest rate exposure. | Gestionnaire de Portefeuille-Actions | - |
Formation de Johnathan Munko
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
MFS Institutional Advisors, Inc.
MFS Institutional Advisors, Inc. Investment ManagersFinance MFSI primarily manages long-only investment strategies. To a lesser extent, the MFS Global Group manages some strategies that may employ both long and short positions as a principal strategy and/or manages exposure to asset classes, markets, and currencies, primarily using derivatives. The firm utilizes various investment techniques to implement their investment strategies. In addition, they may use exchange-traded and OTC derivatives to manage currency or interest rate exposure. | Finance |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















