John Masi

John Masi, CFA, is a Portfolio Manager and Senior Research Analyst at First Eagle Investments based in New York, NY, where he oversees the Global Real Assets strategy. In this role, he is responsible for the management and research of portfolios focused on real assets, with special emphasis on sectors such as insurance, industrials, infrastructure, and utilities. His current responsibilities include identifying investment opportunities, conducting fundamental analysis, and managing risk exposures across these key sectors.

With over a decade at First Eagle Investments, Mr. Masi advanced from Senior Analyst to Portfolio Manager, bringing significant expertise in evaluating and managing real asset investments. Prior to joining First Eagle in 2012, he was a Research Analyst at Rudman Capital, further honing his investment research skills and sector knowledge.

Mr. Masi holds an MBA from Columbia Business School and a Bachelor of Arts in Physics, with a secondary field in Economics, from Harvard University. He is recognized for his analytical rigor and deep sector knowledge, particularly within insurance, industrials, infrastructure, and utilities.