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You are here: Manager factsheet

Lorenzo Napolitano
JPMorgan Asset Mgmt (Europe) S, JP Morgan Asset Management UK
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Manager profile
Lorenzo Napolitano, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Lorenzo is a portfolio manager within the Investment Grade Corporate Credit Team. Prior to joining the firm in 2012, he was an associate portfolio manager at Lord, Abbett and Company. In this role Lorenzo traded and provided research analysis for institutional and retail portfolios within Investment Grade Credit. Lorenzo holds a B.A. in business administration from the University of Richmond and is a CFA charterholder.
Total return for Lorenzo Napolitano
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Lorenzo Napolitano

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Lorenzo Napolitano 8.3 1.8 -7.0 -2.1 4.7 8.2 0.3 -2.5 19.2 -
Peer Group Composite 6.0 0.6 -5.7 -2.5 4.8 7.4 0.7 -3.2 17.2 -
Over / Under 2.3 1.2 -1.3 0.4 -0.1 0.8 -0.4 0.7 2.0 -
Performance vs peer group composite: Lorenzo Napolitano
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Global Corporate Bond Co-managed FO Fixed Int - Global since Mar 01 2016 to present
JPM Global Corporate Bond Duration-Hedged Co-managed FO Fixed Int - Global since Jul 31 2017 to present
JPM Global Corporate Bond Co-managed UT Global Bonds since Sep 13 2019 to present
Funds managed previously
Fund Periods
JPM Financials Bond since Jun 01 2016 to fund close
JPM US Corporate Bond since Oct 21 2016 to Dec 03 2019
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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