About
Josh Belko, CFA, is a Portfolio Manager at AGF Investments LLC based in Boston, Massachusetts. In his current role, he oversees the AGF U.S. Sector Fund and similar strategies, utilizing quantitative models to manage diversified equity portfolios focused on specific U.S. sectors such as information technology, health care, and consumer discretionary, through factor-based investing and downside risk management. His responsibilities include portfolio construction, risk control, and generating alpha using sector-based ETFs, equity securities, and embedded quantitative approaches.
Prior to becoming Portfolio Manager in October 2022, Josh served as Associate Portfolio Manager and Research Analyst at AGF Investments from 2016 to 2022. Earlier in his career, he was a Derivative Support Analyst at Amundi Pioneer, gaining expertise in equities, fixed income, and derivatives. Josh has over 15 years of investment experience spanning equities, FX, fixed income, and derivatives exposure management.
Josh holds a Bachelor of Science in Finance from Northeastern University’s D’Amore-McKim School of Business. He is a CFA charterholder, recognized for quantitative investment expertise and for playing a key role in AGF’s sector rotation and market neutral strategies, particularly across U.S. equity markets and sector allocation models.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| AGF Investments | Portfolio Manager | Oct 2022 to Present | Co-PM and trader for active alternative equity strategies. |
| AGF Investments | Associate Portfolio Manager | Apr 2016 to Oct 2022 | — |
| Amundi Pioneer | Derivative Support Analyst | Dec 2015 to Apr 2016 | Supported the derivative investment process. |
| Amundi Pioneer | Investment and Trade Support Analyst | Aug 2012 to Nov 2015 | Provided global equity and fixed income support. |
| Brown Brothers Harriman | Investor Services Representative | May 2010 to Aug 2012 | Serviced $55 billion in AUM for a European client. |
| Standish Mellon Asset Management Company | Structured Products Analyst: Intern | Jun 2009 to Aug 2009 | Provided asset-backed security analysis. |
| State Street | Foreign Exchange Trader: Intern | Dec 2007 to Aug 2008 | Traded and managed $65 billion of daily FX flow for State Street Global Markets. |
| MFS Investment Management | Purchasing Analyst: Intern | Jan 2007 to Jun 2007 | Provided cost-benefit and procurement analysis. |
Education
Northeastern University D'Amore-McKim School of Business
Bachelor of Science, Finance
2004 — 2009
St. John's Prep
High School Diploma
2000 — 2004