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Jpmorgan U.s. Dynamic Plus Fund Class A (JPSAX)
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22/03 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 312,38M
JPMorgan US Dynamic Plus A
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JPSAX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Jpmorgan U.s. Dynamic Plus Fund Class A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de JPSAX, entre outras informações.
Informações de Contato
Endereço
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Telefone
1-800-480-4111
Fax
+1 646 534 2254
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Jason Alonzo | Portfolio Manager | 2017 | 2018 |
| Biografia | Jason Alonzo is a Managing Director and Senior Portfolio Manager of the U.S. Behavioral Finance Equity group that is responsible for the Intrepid strategies. Jason previously worked as an investment assistant in the U.S. Equity group, and prior to that as an analyst in the internal consulting services program, completing assignments in corporate technology, labmorgan, credit derivatives and ultimately the U.S. Equity group. Jason received a BS in Management and Technology from Rensselaer Polytechnic Institute in 1999. | ||
| Pavel R. Vaynshtok | Director | 2017 | 2018 |
| Biografia | Pavel Vaynshtok is a Managing Director and Senior Portfolio Manager of the U.S. Behavioral Finance Equity group. Previously Pavel was a portfolio manager and the head of quantitative research at ING Investment Management. From 1999 to 2002, Pavel was a portfolio manager and a quantitative research analyst in J.P. Morgan’s U.S. Behavioral Finance Small Cap Equity group. Pavel earned his MBA in Finance from the University of Michigan Business School and a BS in Operations Research and Economics from the Columbia University School of Engineering and Applied Science. Pavel is a CFA charterholder. | ||
| Dennis S. Ruhl | CIO (Chief Investment Officer) | 2012 | 2018 |
| Biografia | Mr. Ruhl is a Managing Director at JPMorgan and head of the U.S. Behavioral Finance Small Cap Equity Group. A member of the team since 2001, he also acts as a portfolio manager and leads the group’s quantitative research effort. An employee since 1999, Mr. Ruhl previously worked on quantitative equity research (focusing on trading) as well as business development. He holds dual bachelor’s degrees in mathematics and computer science and a master’s degree in computer science, all from MIT. | ||
| Shudong Huang | Executive Director | 2013 | 2017 |
| Biografia | Shudong Huang, executive director, is a senior portfolio manager of the U.S. Behavioural Finance Equity Group responsible for the U.S. Dynamic Plus strategy. Shudong transferred to the team from the Columbus Investment team where he was a member of the portfolio management team for the Market Neutral and Quantitative Large Cap Core Plus portfolio. Previously he was also responsible for developing and upgrading the stock selection model, and providing research for asset allocation strategies. Prior to joining Banc One Investment Advisor in 2000, he served as a market research manager for Bank One Retailing Marketing group, and prior to that, an analyst in Bank One Retailing Marketing group. He joined Bank one in 1997. Before joining Bank One, he was a market research analyst in Tandy Corporation in Fort Worth, Texas. He earned a Master’s degree in Economics from Eastern Illinois University and another Master’s degree in Information Technology at University of Texas at Arlington. He is a CFA charter holder, a member of the CFA institute, and a member of the Columbus Society of Financial Analysts. | ||
| Jason Alonzo | Portfolio Manager | 2012 | 2013 |
| Biografia | Jason Alonzo is a Managing Director and Senior Portfolio Manager of the U.S. Behavioral Finance Equity group that is responsible for the Intrepid strategies. Jason previously worked as an investment assistant in the U.S. Equity group, and prior to that as an analyst in the internal consulting services program, completing assignments in corporate technology, labmorgan, credit derivatives and ultimately the U.S. Equity group. Jason received a BS in Management and Technology from Rensselaer Polytechnic Institute in 1999. | ||
| Pavel R. Vaynshtok | Director | 2012 | 2013 |
| Biografia | Pavel Vaynshtok is a Managing Director and Senior Portfolio Manager of the U.S. Behavioral Finance Equity group. Previously Pavel was a portfolio manager and the head of quantitative research at ING Investment Management. From 1999 to 2002, Pavel was a portfolio manager and a quantitative research analyst in J.P. Morgan’s U.S. Behavioral Finance Small Cap Equity group. Pavel earned his MBA in Finance from the University of Michigan Business School and a BS in Operations Research and Economics from the Columbia University School of Engineering and Applied Science. Pavel is a CFA charterholder. | ||
| Michael Adam Rosen | Portfolio Manager | 2008 | 2012 |
| Biografia | Michael A. Rosen is the portfolio manager for the Intrepid (Dynamic) Plus strategy. An employee since 2006, Michael is responsible for the stock selection and portfolio construction of the product. Before assuming his current role, Michael was a portfolio manager at Bear Stearns Asset Management (BSAM), BKF Capital, and ING Investment Management. Prior to that, he worked as a risk and performance analyst at Deutsche Bank and performance analyst at Ark Asset Management. Michael first began his career in the industry in 1998. He holds a B.S. in finance and economics from the University of Hartford and has FINRA Series 7 and 66 licenses. | ||
| Christopher T. Blum | CIO (Chief Investment Officer) | 2008 | 2012 |
| Biografia | Christopher T. Blum, managing director, is the CIO of the U.S. Behavioral Finance Group responsible for the Intrepid and Behavioral Small Cap strategies. He rejoined the firm in 2001, as a portfolio manager and headed the U.S. Behavioral Finance Small Cap Equity Group. Before that, Chris spent two years as a research analyst responsible for the valuation and acquisition of private equity assets at Pomona Capital. Prior to that, he spent over three years in the U.S. Structured Equity Group at J.P. Morgan where he focused on structured small-cap core and small-cap value accounts. Christopher earned his B.B.A. in finance at the Bernard M. Baruch School for Business and is a CFA charterholder. | ||
| Jason Alonzo | Portfolio Manager | 2006 | 2009 |
| Biografia | Jason Alonzo is a Managing Director and Senior Portfolio Manager of the U.S. Behavioral Finance Equity group that is responsible for the Intrepid strategies. Jason previously worked as an investment assistant in the U.S. Equity group, and prior to that as an analyst in the internal consulting services program, completing assignments in corporate technology, labmorgan, credit derivatives and ultimately the U.S. Equity group. Jason received a BS in Management and Technology from Rensselaer Polytechnic Institute in 1999. | ||
| Robert O. Weller | Vice President | 2006 | 2009 |
| Biografia | Robert O. Weller, CFA®, Executive Director, joined Sterling Capital Management in 2012 and has investment experience since 1996. Rob is an equity portfolio manager and co-head of the Factor Investing/Behavioral Finance team. Prior to joining Sterling, he was one of the founding members of the U.S. based Large Cap, Mid Cap and Multi Cap Behavioral Finance strategies in 2003 at J.P. Morgan Investment Management. He was responsible for the initial research on and implementation of the strategies. His day-to-day duties included portfolio management as well as ongoing behavioral, quantitative and qualitative research. During his tenure, the funds were listed multiple times in the Wall Street Journal as "Category Kings" for top-ranked performance and were all top quintile performers relative to their peer groups since inception. He helped grow an initial $4 million in seed capital to over $21 billion in assets under management. Rob joined J.P. Morgan in 1997. He left Investment Management in 2010 to return to the private bank to manage multi-asset class portfolios and subsequently head equities globally for the private bank's discretionary platform. He started his career at Legg Mason Wood Walker in 1996. Rob received his B.B.A. in Finance from Loyola University Maryland. He is a CFA® charterholder. | ||
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