John Fujiwara

Portfolio Manager, Diversified Alternatives
John Fujiwara | Janus Henderson Investors

John Fujiwara is a Portfolio Manager, Diversified Alternatives at Janus Henderson Investors responsible for the Global Diversified Risk Premia strategy and co-managing the Diversified Alternatives strategy. Prior to joining Janus in 2012, Mr. Fujiwara was a senior partner at Absolute Plus Management, LLC (APM), where he served as the portfolio manager for their commodity-focused hedge fund, Hedged Global Commodity. He was also in charge of building systematic/risk premia strategies based on the quantitative research of intuitive and well-understood investment concepts. He directed a structured research process focused on developing a comprehensive understanding of the return and risk characteristics of commodities, rates, currencies and equities. Before his role at APM, he was a senior fixed income trader at Bankers Trust, Citigroup, the Industrial Bank of Japan and HSBC. He also held the position of senior risk manager for Bank of Hawaii’s mutual fund complex.

Mr. Fujiwara received a bachelor of arts degree in economics from the University of California – Los Angeles and an MBA from Cornell University, Johnson Graduate School of Management. He has 33 years of financial experience.

Articles Written

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.

Investors Possibly Ill-Positioned for Continued Market Rotation

Investors Possibly Ill-Positioned for Continued Market Rotation

Investors may not be sufficiently considering the prospects of a steadying U.S. economy and a potential rise in inflation.

Attaching a Price to Bond Market Liquidity

Attaching a Price to Bond Market Liquidity

With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.

Are Markets Heading Toward a Binary Outcome?
Quick Views Interest Rates

Are Markets Heading Toward a Binary Outcome?

Portfolio Manager John Fujiwara explains how equity and bond views of the U.S. economy are at odds with each other following the Fed’s dovish pivot.