John Brennan

John Brennan is Principal at Sirios Capital Management, based in Boston, MA, where he plays a lead role in managing investment strategies focused on mid- and large-cap equities within both long-short and long-only structures. At Sirios, he specializes in research and portfolio management across sectors including technology, healthcare, financials, and industrials, reflecting the firm's top holdings in companies like GE Vernova, Taiwan Semiconductor, Alcon, and Wells Fargo. Brennan's work emphasizes disciplined equity analysis and sector-driven opportunity identification, contributing to the firm's positive long-term track record in volatile and complex markets.

He brings a diverse investment background, having previously served as an Equity Research Associate at Fidelity Investments where he covered various public equity sectors, and completed a summer internship in real estate investments at MetLife. This broad experience underpins his expertise in fundamental asset analysis, market cycle navigation, and multi-asset investment approaches.

Brennan holds a Master of Business Administration from Stanford University Graduate School of Business and graduated with distinction in Materials Engineering from Purdue University. His blend of technical and financial training supports his focus on rigorous quantitative analysis, and he is recognized for his contributions to effective sector selection and performance optimization in equity hedge fund management.