John Kerschner, CFA
John Kerschner is Head of U.S. Securitized Products at Janus Henderson Investors and a Portfolio Manager on the Multi-Sector Credit strategy and the Mortgage-Backed Securities and AAA CLO ETFs. Mr. Kerschner primarily focuses on mortgage-backed securities and other structured products. Prior to joining Janus in 2010, Mr. Kerschner 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. Mr. Kerschner 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.
Mr. Kerschner 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. Mr. Kerschner holds the Chartered Financial Analyst designation and has 32 years of financial industry experience.
Articles Written
Favoring Stability in U.S. Fixed Income in 2022
Why rotating into bond investments that may offer lower returns but less chance of generating negative returns could prove to be prudent.
Accessing Floating-Rate Loans Through CLOs
Why investment-grade CLOs may offer an attractive, floating-rate, option for fixed-income investors.
Tapering Without the Tantrum
Why the Fed tapering its MBS purchases should go smoother than last time.
Tapering without the tantrum
We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.