Jon Stephenson

Jon Stephenson

Senior Portfolio Manager

Bio

Jon manages the team’s investments in the health care sector and is the lead portfolio manager on its Health Care Innovators strategy. Earlier in his career, Jon spent five years with Pioneer Investments as a portfolio manager, working on a range of growth strategies. Previous to that, Jon was Director of Research with Summer Street Research Partners. Early in his career, he worked with State Street Research & Management as a research analyst covering the health care sector. He earned his BA from the Bucknell University. Jon is a CFA charterholder and a member of the CFA Institute.

Location Boston

Joined 2016

Articles from Jon Stephenson

Audio

Portfolio perspectives

Azioni Health Care: prospettive più solide nel 2026

Le azioni del settore Health Care – soprattutto negli Stati Uniti, di gran lunga il mercato più grande – sembrano…

By Jon Stephenson & other authors

13/04/26
Audio

Portfolio perspectives

Renta variable: mejores perspectivas en 2026 para el sector salud

Las compañías del sector salud, especialmente en Estados Unidos, que es, con mucha diferencia, el mayor mercado sanitario del mundo,…

By Jon Stephenson & other authors

10/04/26
Audio

Portfolio perspectives

Gesundheitsaktien: Bessere Aussichten im Jahr 2026

Gesundheitsaktien – vor allem in den USA, dem eindeutig größten Markt – scheinen 2026 einer starken Erholung entgegenzusehen. Der Senior…

By Jon Stephenson & other authors

10/04/26
Audio

Portfolio perspectives

Healthcare equities: Healthier prospects in 2026

Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in…

By Jon Stephenson & other authors

10/04/26
Audio

Portfolio perspectives

Healthcare equities: Healthier prospects in 2026

Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in…

By Jon Stephenson & other authors

10/04/26
Article

News

Gute Einstiegschancen in den Gesundheitssektor: Innovative Nebenwerte jetzt günstig

Gesundheitsaktien hatten 2023 ein schwieriges Jahr. Zwar hat sich die Performance des Sektors 2024 wieder verbessert, liegt jedoch immer noch…

By Jon Stephenson

11/10/24
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