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

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

Talking Heads - Opportunities in US healthcare stocks

Technological innovation and scientific progress are driving advances in healthcare, creating opportunities for discerning investors to identify and capitalise on…