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Jonathan Shaham

Analyst at Sustainable Growth Advisers, LP

Stamford, CT , United States

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

OrganizationRoleDate RangeDetails
Sustainable Growth Advisers, LPAnalystAug 2022 to Present
Sustainable Growth Advisers, LPResearch Analyst InternJun 2021 to Aug 2021
Broad Run Investment Management, LLC.Research Intern (Pre-MBA Internship)May 2020 to Aug 2020
Cambridge AssociatesAssociate Investment DirectorJan 2020 to May 2020
Cambridge AssociatesSenior Investment AssociateJul 2018 to Jan 2020
Cambridge AssociatesInvestment AssociateMay 2017 to Jul 2018
StoneBridge Advisors, Inc.Director of Investment ManagementJan 2017 to Apr 2017
StoneBridge Advisors, Inc.Financial Planning AssociateJun 2014 to Dec 2016
StoneBridge Advisors, Inc.Financial Planning and Operations InternMay 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)

NameRoleLocation
Cfte Peter Madej
Cfte Peter Madej
Research AnalystDarien, CT , United States
Courtney Davidson
Courtney Davidson
Investment AnalystNew York, NY , United States
Courtney Owens
Courtney Owens
Investment AnalystNew York, NY , United States
George Fraise
George Fraise
Founding Principal and Portfolio ManagerStamford, CT , United States
Hrishikesh Gupta
Hrishikesh Gupta
PrincipalNew York, NY , United States
Kishore Rao
Kishore Rao
Executive Committee, Equity Investment Analyst and Portfolio ManagerStamford, CT , United States
Peter Knudsen
Peter Knudsen
Client Portfolio ManagerStamford, CT , United States
Peter Leuthold
Peter Leuthold
Senior AssociateNew York, NY , United States
S
Stephen Skatrud
Client Portfolio ManagerGig Harbor, WA , United States
Dan Kehmna
Dan Kehmna
Associate Portfolio AnalystStamford, CT , United States
Showing 1-10 of 13 team members

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