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About
Jonathan Shaham, CFA, is an Analyst at Sustainable Growth Advisers, LP, based in Stamford, CT, where he is also a member of the Investment Committee. In his current role, Jonathan focuses on identifying and researching high-quality, global growth companies, with an emphasis on businesses exhibiting predictable, sustainable long-term earnings growth and strong economic resilience. He is actively involved in deep company research and due diligence across a diverse universe of global equities, particularly those that demonstrate strong financial strength and pricing power, while avoiding highly cyclical sectors such as commodities or regulated utilities.
Prior to joining Sustainable Growth Advisers as an Analyst in 2022, Jonathan interned with the firm as a Research Analyst and also held a pre-MBA research internship at Broad Run Investment Management, LLC, gaining experience in equity analysis and investment research. These roles helped him develop a keen expertise in fundamental research and portfolio analysis within the global equity asset class.
Jonathan holds an MBA from The University of Chicago Booth School of Business and a Bachelor of Science in Finance & Supply Chain Management from the University of Maryland College Park. As a CFA charterholder, he brings a rigorous analytical approach to his investment work and contributes to the development of SGA’s high-conviction portfolios. His work supports SGA’s recognition as a leading manager in global growth equity strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sustainable Growth Advisers, LP | Analyst | Aug 2022 to Present | — |
| Sustainable Growth Advisers, LP | Research Analyst Intern | Jun 2021 to Aug 2021 | — |
| Broad Run Investment Management, LLC. | Research Intern (Pre-MBA Internship) | May 2020 to Aug 2020 | — |
| Cambridge Associates | Associate Investment Director | Jan 2020 to May 2020 | — |
| Cambridge Associates | Senior Investment Associate | Jul 2018 to Jan 2020 | — |
| Cambridge Associates | Investment Associate | May 2017 to Jul 2018 | — |
| StoneBridge Advisors, Inc. | Director of Investment Management | Jan 2017 to Apr 2017 | — |
| StoneBridge Advisors, Inc. | Financial Planning Associate | Jun 2014 to Dec 2016 | — |
| StoneBridge Advisors, Inc. | Financial Planning and Operations Intern | May 2012 to May 2014 | Worked part time during the school year |
Education
The University of Chicago Booth School of Business
Master of Business Administration - MBA
2020 — 2022
University of Maryland College Park
Bachelor of Science, Finance & Supply Chain Management
2010 — 2014
Others at Sustainable Growth Advisers, LP (13)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Darien, CT , United States | |
| Investment Analyst | New York, NY , United States | |
| Investment Analyst | New York, NY , United States | |
| Founding Principal and Portfolio Manager | Stamford, CT , United States | |
| Principal | New York, NY , United States | |
| Executive Committee, Equity Investment Analyst and Portfolio Manager | Stamford, CT , United States | |
| Client Portfolio Manager | Stamford, CT , United States | |
| Senior Associate | New York, NY , United States | |
S Stephen Skatrud | Client Portfolio Manager | Gig Harbor, WA , United States |
| Associate Portfolio Analyst | Stamford, CT , United States |
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