James H Stavena | Newton

James is the head of portfolio management for Newton’s multi-asset solutions team based in San Francisco. In his current role, he oversees the portfolio management team responsible for global multi-asset strategies including Dynamic Equity, Dynamic Growth, Dynamic Total Return, Active Currency, Active Commodity, Tail Risk Hedging and SmartPath Target Date Funds. Since joining in 1998, James has been the lead portfolio manager for the Dynamic US Equity (DUSE) strategy. He is a key contributor to the development, refinement and risk management of the team’s multi-asset strategies and signals, with a particular focus on the use of derivatives in quantitative investment strategies.

Joined industry: 1991
Joined the Group: 1998

Topics of expertise

Multi-asset

James joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, he was a portfolio manager and senior portfolio manager at Mellon Investments Corporation and Mellon Capital (both BNY Mellon group companies). Earlier in his career, James was a currency options trader with both Credit Suisse First Boston and HSBC in New York and London, respectively.

James has an MBA from Rice University.

Insights from James H Stavena

Use of Derivatives in Overlays / Downside Protection and Upside Capture

We discuss the benefits of implementing a tactical asset allocation overlay with derivatives.

August 7, 2024 Dimitri Curtil, James H Stavena

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