![José Gerardo Morales](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
José Gerardo Morales
Gestionnaire de Portefeuille-Actions chez
Axiom Investors LLC
Profil
Mr. José G.
Morales, CFA MBA, is a Senior Vice President & Portfolio Manager at Axiom Investors LLC.
He has extensive experience covering emerging market equities over 20 years.
Before joining Axiom, Mr. Morales was a Portfolio Manager/CIO at Mirae Asset Global Investments where he was lead manager of several emerging markets and global equity funds.
Prior to Mirae, he was the Head of Emerging European Equities at Pictet Asset Management.
He held similar positions at West LP Mellon and HSBC Asset Management.
He holds a B.Sc.
in Finance from George Mason University, and an M.B.A. in Investment Analysis and International Business from Georgetown University.
Postes actifs de José Gerardo Morales
| Sociétés | Poste | Début |
|---|---|---|
Axiom Investors LLC
 Axiom Investors LLC Investment ManagersFinance Axiom seeks to consistently provide top-tier investment performance by implementing their investment philosophy rigorously across all products while monitoring their growth levels to ensure that the firm meets their objectives. The firm specializes in equity related strategies and utilizes a consistent, firm-wide, dynamic growth philosophy and process that is fundamental and based on bottom-up stock selection. | Gestionnaire de Portefeuille-Actions | 01/09/2017 |
Anciens postes connus de José Gerardo Morales
| Sociétés | Poste | Fin |
|---|---|---|
Mirae Asset Global Investments (UK) Ltd.
 Mirae Asset Global Investments (UK) Ltd. Investment ManagersFinance Provides Investment Advices | Corporate Officer/Principal | 01/01/2010 |
Pictet Asset Management Ltd.
 Pictet Asset Management Ltd. Investment ManagersFinance Pictet AM actively manages a wide range of equity, fixed income and multi asset strategies including total return. The firm aims to provide long-term return potential with diversified risk. Their disciplined two-stage investment process blends top-down evaluation of the global environment with bottom-up sector and individual issuer analysis. | Head-Equity Investments | 31/03/2007 |
Blackfriars Asset Management Ltd.
 Blackfriars Asset Management Ltd. Investment ManagersFinance Blackfriars is an active manager which has specific expertise in emerging market equity and debt as well as in global fixed-income and currencies. Their portfolios are primarily long-only, however they also manage global long/short emerging market equity portfolios. The firm combines fundamental-driven, bottom-up stock selection with disciplined quantitative analysis in an investment process involving a three-stage filtering process. First an internally developed quantitative stock screener based on three inputs (a multi-factor model, a CFROI model and a technical model) identifies pricing anomalies, then a team of in-house analysts establishes their fundamental view of the value of these companies, after which they construct a portfolio with stock-specific risk. | Gestionnaire de Portefeuille-Actions | 30/06/2006 |
WestLB Mellon Asset Management (USA) LLC
 WestLB Mellon Asset Management (USA) LLC Investment ManagersFinance WestLB Mellon uses an active management style utilizing multiple sources of value added and stringent risk controls to generate investment returns in accordance with the client's stated investment objectives and guidelines. They use primarily a top-down approach in their decision-making process, though issue selection is bottom-up. Data is gathered from a variety of independent sources and analyzed and modeled using a proprietary system. The firm utilizes quantitative and fundamental data as inputs to their process. Specific factors are evaluated by small groups of portfolio managers and decisions are made. The output from this process is relative return forecasts for interest rates and bond market sectors. WestLB Mellon applies risk management disciplines and constructs model portfolios. | Corporate Officer/Principal | - |
Mirae Asset Global Investments (USA) LLC
 Mirae Asset Global Investments (USA) LLC Investment ManagersFinance Mirae Asset USA mainly focuses on investments in equity and fixed income securities, principally in global and emerging market equities and global and high-yield fixed income securities. With respect to equities, the firm focuses on a team-based, bottom-up investment approach supported by extensive on-the-ground research coverage. With respect to fixed income investments, Mirae Asset USA employs a top-down investment approach in allocating assets based on the portfolio manager’s judgment of changing market, political, and economic conditions. The portfolio manager considers various factors, including evaluation of interest rates, currency exchange rates, and the relative risk and return characteristics of prospective investments when determining how to achieve desired exposures. | Directeur en chef des Investissements | - |
Formation de José Gerardo Morales
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Axiom Investors LLC
Axiom Investors LLC Investment ManagersFinance Axiom seeks to consistently provide top-tier investment performance by implementing their investment philosophy rigorously across all products while monitoring their growth levels to ensure that the firm meets their objectives. The firm specializes in equity related strategies and utilizes a consistent, firm-wide, dynamic growth philosophy and process that is fundamental and based on bottom-up stock selection. | Finance |
Mirae Asset Global Investments (USA) LLC
Mirae Asset Global Investments (USA) LLC Investment ManagersFinance Mirae Asset USA mainly focuses on investments in equity and fixed income securities, principally in global and emerging market equities and global and high-yield fixed income securities. With respect to equities, the firm focuses on a team-based, bottom-up investment approach supported by extensive on-the-ground research coverage. With respect to fixed income investments, Mirae Asset USA employs a top-down investment approach in allocating assets based on the portfolio manager’s judgment of changing market, political, and economic conditions. The portfolio manager considers various factors, including evaluation of interest rates, currency exchange rates, and the relative risk and return characteristics of prospective investments when determining how to achieve desired exposures. | Finance |
Pictet Asset Management Ltd.
Pictet Asset Management Ltd. Investment ManagersFinance Pictet AM actively manages a wide range of equity, fixed income and multi asset strategies including total return. The firm aims to provide long-term return potential with diversified risk. Their disciplined two-stage investment process blends top-down evaluation of the global environment with bottom-up sector and individual issuer analysis. | Finance |
Blackfriars Asset Management Ltd.
Blackfriars Asset Management Ltd. Investment ManagersFinance Blackfriars is an active manager which has specific expertise in emerging market equity and debt as well as in global fixed-income and currencies. Their portfolios are primarily long-only, however they also manage global long/short emerging market equity portfolios. The firm combines fundamental-driven, bottom-up stock selection with disciplined quantitative analysis in an investment process involving a three-stage filtering process. First an internally developed quantitative stock screener based on three inputs (a multi-factor model, a CFROI model and a technical model) identifies pricing anomalies, then a team of in-house analysts establishes their fundamental view of the value of these companies, after which they construct a portfolio with stock-specific risk. | Finance |
WestLB Mellon Asset Management (USA) LLC
WestLB Mellon Asset Management (USA) LLC Investment ManagersFinance WestLB Mellon uses an active management style utilizing multiple sources of value added and stringent risk controls to generate investment returns in accordance with the client's stated investment objectives and guidelines. They use primarily a top-down approach in their decision-making process, though issue selection is bottom-up. Data is gathered from a variety of independent sources and analyzed and modeled using a proprietary system. The firm utilizes quantitative and fundamental data as inputs to their process. Specific factors are evaluated by small groups of portfolio managers and decisions are made. The output from this process is relative return forecasts for interest rates and bond market sectors. WestLB Mellon applies risk management disciplines and constructs model portfolios. | Finance |
George Mason University
 George Mason University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mirae Asset Global Investments (UK) Ltd.
Mirae Asset Global Investments (UK) Ltd. Investment ManagersFinance Provides Investment Advices | Finance |
McDonough School of Business
 McDonough School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
