Jonathan Cofsky, CFA
Jonathan Cofsky is a Portfolio Manager on the Global Technology and Innovation Team at Janus Henderson Investors, a position he has held since 2022. He was previously an assistant portfolio manager from 2020. Additionally, he serves as a Research Analyst and co-leads the firm’s Technology Sector Research Team. Prior to joining Janus in 2014, Jonathan was at Sanford C. Bernstein for eight years, most recently as a vice president on the top-ranked Institutional Investor IT hardware team. While there, he also served as a senior research associate on teams covering software, semiconductors, data networking equipment, aerospace and defense.
Jonathan received his bachelor of arts degree in economics from Dartmouth College. He holds the Chartered Financial Analyst designation and has 18 years of investment industry experience.
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Research in Action: Finding sustainable growth in the tech sector in 2024
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.