Jonathan Ratchford

Jonathan Ratchford is an Associate Portfolio Manager at Penserra Capital Management LLC in San Francisco, CA. In his current role, he supports portfolio construction, risk management, and trade execution for actively managed strategies, focusing on optimizing investment decisions and aligning portfolios with client objectives. He plays a key part in analyzing market trends and implementing investment strategies within a collaborative team setting.

Ratchford specializes in U.S. equity markets, with investment coverage across exchange-traded funds (ETFs), index-tracking portfolios, and systematic equity strategies. His responsibilities extend to research and portfolio implementation in sectors such as large-cap U.S. equities and related asset classes, contributing to structuring client-focused investment solutions.

He holds a Bachelor’s degree in Economics from the University of California, Berkeley, equipping him with a solid analytical foundation and expertise in quantitative analysis. Ratchford is recognized for his contributions to the investment management team at Penserra and for actively participating in industry discussions, such as serving as a junior portfolio manager on investment management panels.