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Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist

Mario Aguilar De Irmay is a Senior Portfolio Strategist at Janus Henderson Investors, a position he has held since 2021. He is a member of the Portfolio Construction and Strategy Team focused on asset allocation analytics for the Latin American, U.S. Offshore and Iberian regions. Prior to joining the firm, Mario was an EMEA client relations director at Wells Fargo Asset Management from 2013. He was a director, EMEA client services at Markov Processes International from 2007. Earlier, he was and economic development consultant from 2004 to 2005. He began his career as an external debt operations analyst for Central Bank of Bolivia in 2003.

Mario received a bachelor’s degree in economics from the Universidad Católica Boliviana and an MBA with a concentration in finance from Syracuse University, Martin J. Whitman School of Management under a Fulbright scholarship. He is a member of the CFA Society of the UK. He holds the Chartered Financial Analyst designation and the Investment Management Certificate (IMC). He has 19 years of financial industry experience.

Articles Written

Sifting the wheat from the chaff: a closer look at small cap opportunities
Timely & Topical

Sifting the wheat from the chaff: a closer look at small cap opportunities

Unloved and undervalued – but with peak interest rates seemingly behind us in this cycle, are small caps well placed to benefit? The PCS Team considers the prospects for small caps.

With a growing economy and strong markets, equity investors should focus on earnings
Timely & Topical

With a growing economy and strong markets, equity investors should focus on earnings

The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.

Actively allocating to thematic equity winners
Timely & Topical

Actively allocating to thematic equity winners

Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.

Capitalising on technology stocks for higher growth and return potential
Timely & Topical

Capitalising on technology stocks for higher growth and return potential

Explaining the impact of an allocation to technology stocks on a portfolio.

Harnessing the power of sustainable investing in your portfolio
Timely & Topical

Harnessing the power of sustainable investing in your portfolio

What can an allocation to sustainable investments do for your portfolio?

Positioned for recovery, backed by income – why listed property deserves a place in portfolios
Timely & Topical

Positioned for recovery, backed by income – why listed property deserves a place in portfolios

Characteristics and benefits of a listed property allocation in a diversified investment portfolio.

Investing in growth and resilience through healthcare
Timely & Topical

Investing in growth and resilience through healthcare

The Healthcare sector is one of four areas that the PCS Team have identified as having sizeable growth opportunities going forward.

The importance of thematic investing for your portfolio
Timely & Topical

The importance of thematic investing for your portfolio

What role could thematic investing play in your portfolio?

Thematic investing: A practitioner’s guide
Timely & Topical

Thematic investing: A practitioner’s guide

Thematic investing has the potential to offer equity investors the most direct exposure to the forces reshaping the global economy.

Portfolio pivot? Balancing defense and offense
Features & Outlooks

Portfolio pivot? Balancing defense and offense

An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.

Look beneath the surface for small- and mid-cap opportunities
Timely & Topical

Look beneath the surface for small- and mid-cap opportunities

Why the small- and mid-cap space may present opportunities in the current economic environment.

European Equity: A warmer spring after a cold winter?
Analysis & Studies

European Equity: A warmer spring after a cold winter?

The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.