Profil
Mr. Jonathan Shaham, CFA, is an Analyst at Sustainable Growth Advisers LP.
He is also a member of the Investment Committee.
Prior to joining Sustainable Growth Advisers Mr. Shaham was a Research Investment Associate and an Associate Investment Director at Cambridge Associates.
Prior to Cambridge Associates, he was a Financial Planning Associate and Director of Investment Management at the financial planning firm Stonebridge Advisors.
He holds an MBA from The University of Chicago Booth School of Business and a Bachelor’s degree in Finance and Supply Chain Management from the University of Maryland.
Postes actifs de Jonathan Shaham
| Sociétés | Poste | Début |
|---|---|---|
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance SGA is a global growth equity firm specializing in managing high-conviction US, Global, International, and Emerging Markets portfolios. They limit holdings to no more than 30 in the US portfolio and no more than 35 in the global, international, and emerging markets portfolios. The firm seeks to own the highest quality sustainable growth companies around the globe, purchased at attractive cash flow-based valuations. Their focus is on proprietary bottom-up fundamental company research. | Analyst-Equity | 01/08/2022 |
Anciens postes connus de Jonathan Shaham
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Director of Investments | 01/05/2020 |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis. | Director of Investments | 01/04/2017 |
Formation de Jonathan Shaham
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Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis. | Finance |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance SGA is a global growth equity firm specializing in managing high-conviction US, Global, International, and Emerging Markets portfolios. They limit holdings to no more than 30 in the US portfolio and no more than 35 in the global, international, and emerging markets portfolios. The firm seeks to own the highest quality sustainable growth companies around the globe, purchased at attractive cash flow-based valuations. Their focus is on proprietary bottom-up fundamental company research. | Finance |
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Finance |
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















