Jonathan Birtwell

CFA
Portfolio Manager
Agile Investment Management LLC

Amar Dhanoya

Jonathan joined Agile Investment Management in 2024 and is responsible for developing and executing trading and risk management strategies. He serves on the firm’s Investment Policy Committee and Investment Strategy Team.

Jonathan was previously responsible for leading PanAgora’s Trading, Implementation and Portfolio Strategy Teams. The teams were responsible for the construction, execution, and analysis of PanAgora’s investment strategies. He was also one of the firm’s Directors and a member of the Trading Investment Practices, Operation Risk and Valuation Committees. He previously held positions at Natixis and Rafferty Asset Management.

Jonathan holds an MBA from the Fletcher School of Law and Diplomacy, Tufts University, and a BS from Nichols College. Additionally, he holds the Chartered Financial Analyst (CFA) designation.

“Our goal is to capture opportunities for robust income streams while maintaining a laser-like focus on risk management.”

Jonathan’s philosophy

Jonathan and the Agile team employ a unique investment style that combines top-down sector analysis with bottom-up security selection. Their risk-conscious, diversified approach incorporates a proprietary macroeconomic view, active currency management and nimble interest rate strategies with the goal of helping investors achieve attractive outcomes across the entire credit cycle.

Market insights