Portfolio Manager | Founder

Ichiro Shawn Ishiguro, CFA

 

A cross-functional, multi-talented professional portfolio manager with progressive and extensive experience in equity research and analysis of fundamentals and application to investment management within the global equities.

 Shawn is an investment expert with significant experience in active and bottom-up global equities for over twenty years. He has extensive research and investment experience at small boutique investment teams of focused fundamental global equity, where he led the team as a principal and contributed portfolio return significantly and consistently through stock selection. He has successful experiences of starting a new strategy and developing a team with his original approach that is thought through extensively.

After structured and managed corporate finance deals for private companies at a major Japanese financial service company, he felt there is a significant requirement for refinement of investment skill in the industry. Shawn moved to Philadelphia, where an investment JV with Miller Anderson & Sherrerd, which Morgan Stanley AM acquired later, had a junior analyst position where he began to learn US equity research and investment. Shawn joined SBC/UBS Brinson as a portfolio manager, which was the second-largest institutional investment management company in Japan at that time to develop and integrate international equity investment with global investment. He moved to Fortis Investments Japan, which merged with BNP Paribas AM with $250bn AUM later, and launched a team of intensive bottom-up equity team for a few years successfully. In 2004 Shawn moved to Fortis USA in Boston as a senior global equity portfolio manager and the global technology sector leader, managing global equity portfolios for institutions worldwide as well as an investment trust in Europe and mutual funds in US. In 2009 he moved to a global investment boutique of Hermes Investment Management (Federated Hermes at present), together with the team and remained as a senior leader of $1.5bn global equity investing as a whole as well as technology stock investing. He started a

Throughout his career, equity research & investment management was the pivotal axis. It was driven initially by the early days of his vision of pursuing a better investment endlessly by learning. Also, it was based on his core philosophy that an investment professional has a mission-critical role as a pro to deliver value-added by the numbers and improve it to align objectives with the interests of clients.

 

Certifications:

Chartered Financial Analyst (CFA) 1995

Chartered Security Analyst (Japan) (CMA) 1993

 

Professional Development:

Harvard Business School, Investment Management Workshop 2011

 

Education:

The University of Tokyo, Tokyo, Japan

BA  – Economics/Advanced Applied Statistics: “Empirical Tests of Rational Expectation Theory using the US and Japan Long Term Philips Curve and the Time-Series Forecasting Models for Inflation Expectation Formation.”

Professional Affiliations:

The Boston Security Analysts Society 2005 – Present

CFA Institute 1995 – Present

The Securities Analyst Society of Japan 1993 – Present

 

Portfolio Manager
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