Jon Sheridan

Jonathan Sheridan

Jon is the Chief Investment Strategist. A chartered accountant, Jon has been working in investment markets for over 15 years, mainly for global investment banks. Before joining FIIG, he had a short stint as a stay-at-home Dad. Most recently, he was a private banker at Credit Suisse, advising individuals and families on multi asset class investment strategies and opportunities. Jon joined FIIG in 2013, and now specialises in fixed income for private clients and leads that side of the business. 

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Jon Sheridan's $1m portfolio update

Despite upsizing the EQM position relative to the Rackspace holding, the portfolio is still sitting on about 3% cash (at a zero assumed return). I am willing to forego this return for the extra flexibility it affords me with prospective new issues given the strong income return from the portfolio.

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