Jon Sage
Portfolio Manager at MFS Investment Management
- Role
- Portfolio Manager Investment Officer at MFS Investment Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jon Sage
Experienced investor with demonstrated multi-year track records leveraging quantitative and fundamental research to generate alpha for institutional and retail investors across different strategies, including- AC Global long/short- Equity Income (Global and US)- Large Cap Core, Value, and Growth Equities- Emerging Markets- Active ETFs- ESG- Mid Cap Value- Customized client solutions
Experience
Portfolio Manager Investment Officer
Jan 2000 — Present
Demonstrated performance managing portfolios across styles and regions (incl. AC Global, long/short, Equity Income, Emerging Markets, and ESG), utilizing a blend of quantitative and fundamental research.
Education
Tufts University
BA, Social Psychology
1991 — 1995
Boston College Carroll School of Management
MBA, MSF, Finance
2005 — 2008
Skills
- Etfs
- Equity Research
- Asset Managment
- Equities
- Investment Management
- Hedge Funds
- Risk Analysis
- Emerging Markets
- Investment Strategies
- Alternative Investments
- Investments
- Long/Short Equity
- Portfolio Management
- Bloomberg
- Mutual Funds
- Risk Management
- Global Investment Management
- Quantitative Investing
- Asset Management
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