Fund Inception | 05/31/2011 |
Name of Issuer | JPMorgan |
Fund Advisor(s) | J.P. Morgan Investment Management, Inc. |
Sub-Advisor(s) | -- |
Fund Managers for GAOAX
Jeffrey Geller
Portfolio Manager since 05/31/2011
Jeffrey Geller, CFA, managing director, is a Chief Investment Officer of Multi-Asset Solutions, where he is responsible for investment oversight of all mandates managed in New York. This includes providing oversight with respect to manager and strategy suitability and fit and ensuring that the team's asset allocation views are reflected appropriately across a diverse set of mandates. Jeff is also a portfolio manager for less constrained multi-asset class portfolios as well as portfolios with alternatives exposure. Before joining the firm in 2006, Jeff was director of Hedge Fund Investments at Russell Investment Group and served as chairman of the Firm's hedge fund investment committee. Prior to that, he was a senior partner at Credit Suisse Asset Management's BEA Associates unit where he had responsibility for managing equity, currency overlay and relative value arbitrage strategies. Jeff earned a Bachelor of Arts in Government from Clark University and an M.B.A. in Finance from the University of Chicago Graduate School Of Business. He is a CFA charterholder and is Series 24, 7, and 63 licensed
Grace Koo
Portfolio Manager since 02/28/2014
Grace Koo, Ph.D., executive director, is a portfolio manager and quantitative research analyst in Multi-Asset Solutions, based in New York. Since joining the team in 2011, Grace has focused on the development of quantitative multi-asset portfolio strategies, global tactical asset allocation, dynamic asset allocation and Multi-Asset Solutions’ long-term capital market assumptions. Prior to joining the team, Grace was a strategist in the global asset allocation and alternative investments team for J.P. Morgan’s Investment Bank based in London. In this role, she researched and developed trading ideas across different asset classes and contributed to publications such as The JPMorgan View, Flows & Liquidity, Global Markets Outlook and Strategy (“GMOSâ€) and Investment Strategies. She joined J.P. Morgan in 2007 after receiving her Ph.D. in Finance from Kellogg School of Management at Northwestern University. Prior to joining the Firm, Ms. Koo taught finance at Northwestern University. She received a Bachelor of Commerce in commerce and economics, and a M.A. in economics from the University of British Columbia.
Philip Camporeale
Portfolio Manager since 11/02/2020
Philip Camporeale, managing director, is a portfolio manager on the Multi-Asset Solutions team, based in New York. In this role, Philip is responsible for developing and implementing global macro trading insights consistent with the Multi Asset Solutions investment process. A particular area of focus is the impact of global monetary policy on asset prices. Philip joined the Multi Asset Solutions team in 2011 and prior to his current role Philip managed the Investment Specialist team focused on US Funds. An employee since 2000, Philip was previously a portfolio manager in the New York fixed income group where he was responsible for managing duration and yield curve strategies. Philip has also appeared in various media outlets including CNBC, Bloomberg, and The Wall Street Journal. Philip earned a B.S. in Accounting and an M.B.A. in Finance from Fordham University. He is Series 3, 7, and 63 licensed.
Michael Feser
Portfolio Manager since 11/02/2020
Michael Feser, managing director, is a portfolio manager on the Multi-Asset Solutions team based in New York. In this role, Michael is responsible for managing portfolios and expanding the Multi-Asset Solutions team’s capabilities in the sub-advisory segment. A particular area of focus is the design and management of risk/volatility controlled investment strategies. In addition, Michael also serves on JPMAM’s long-term capital markets assumptions committee and advises clients on investment strategy design and strategic asset allocation issues. An employee since 1994, Michael has more than two decades of markets, multi-asset and fixed income research and investment experience. Previously, Michael served as the Global Investment Director of Global Investment Management Solutions, where he oversaw the investment activities of the group’s portfolio managers, new product development and worked with the Funds’ boards globally. Prior to this, Michael held a number of roles across global investment management, including leading Multi-Asset Solution’s quantitative research and portfolio management team, and heading fixed income quantitative research and portfolio management functions in London. Michael obtained an M.A. in business administration from the University of Cologne. He is a CFA charterholder and is Series 3, 7 and 63 licensed.