Profil
Mr. John B. Swarr, CFA, is an Investment Specialist at Penn Mutual Asset Management LLC.
He is responsible for the research and trading of structured products, including agency and non-agency residential mortgage-backed securities.
Most recently, he worked on hedging programs for Indexed Universal Life (IUL), Variable Annuity (VA) and fixed income accounts.
His primary responsibilities included developing, executing, analyzing and reporting of strategies for equity and interest rate risk management.
In 2012, he joined Penn Mutual as an actuarial analyst where he worked on the firm’s asset/liability management and hedging programs.
He earned a Bachelor of Arts degree in Economics, Applied Mathematics and Statistics from The Johns Hopkins University.
He has been a Chartered Financial Analyst Charterholder since 2017.
He also has been an Associate of the Society of Actuaries since 2017.
Postes actifs de John Barton Yun Swarr
| Sociétés | Poste | Début |
|---|---|---|
Penn Mutual Asset Management LLC
Penn Mutual Asset Management LLC Investment ManagersFinance PMAM seeks to find securities that are under-valued in the marketplace based on both a relative value analysis of individual securities combined with an analysis of macro-economic factors. The firm’s tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum. Through the combination of a top-down and bottom-up decision-making approach, the team seeks to capitalize upon technical and fundamental dynamics that impact fixed income markets and exploit market inefficiencies. PMAM will sell a security when they believe that the security has been fully priced. | Analyst-Fixed Income | 01/01/2012 |
Formation de John Barton Yun Swarr
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Johns Hopkins University
The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Penn Mutual Asset Management LLC
Penn Mutual Asset Management LLC Investment ManagersFinance PMAM seeks to find securities that are under-valued in the marketplace based on both a relative value analysis of individual securities combined with an analysis of macro-economic factors. The firm’s tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum. Through the combination of a top-down and bottom-up decision-making approach, the team seeks to capitalize upon technical and fundamental dynamics that impact fixed income markets and exploit market inefficiencies. PMAM will sell a security when they believe that the security has been fully priced. | Finance |
















