John Kerschner, CFA
John Kerschner is Head of US Securitised Products and a portfolio manager at Janus Henderson Investors. He is a member of the Securitised Credit and US Fixed Income Teams and leads the teams in finding innovative ways to utilise structured products in JHI portfolios. Prior to joining Janus in 2010, John was director of portfolio management at BBW Capital Advisors. Before that, he worked for Woodbourne Investment Management, where he was global head of credit investing. John began his career at Smith Breeden Associates as an assistant portfolio manager and was promoted several times over 12 years, becoming a principal, senior portfolio manager and director of the ABS-CDO group.
John received his bachelor of arts degree in biology from Yale University, graduating cum laude. He earned his MBA from Duke University, Fuqua School of Business, where he was designated a Fuqua Scholar. John holds the Chartered Financial Analyst designation and has 34 years of financial industry experience.
Products Managed
Articles Written
The role of U.S. securitized assets in the Global Financial Crisis: Part 3
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The role of U.S. securitized assets in the Global Financial Crisis: Part 2
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
The role of U.S. securitized assets in the Global Financial Crisis: Part 1
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
Quick View: Higher for longer… or higher for now
How March’s Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
Agency Mortgage-Backed Securities: A securitized products primer
What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
Busting the bias against US securitized
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.