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You are here: Manager factsheet

Alex Hamilton
JP Morgan Asset Management UK
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Manager profile
Alex Hamilton, CFA, executive director,, is a portfolio manager on J.P. Morgan Asset Management's Core Beta Solutions team based in Columbus. He is responsible for managing market cap weighted equity strategies across the globe. Prior to joining the firm in 2017, Alex was an assistant portfolio manager at the Ohio Public Employees Retirement System (OPERS). During his tenure at OPERS, he managed several index and factor based equity strategies as well as the commodity asset class, and assisted on quantitative/portable alpha strategies. Prior to OPERS, Alex worked at Huntington National Bank in the corporate treasury and mortgage capital markets departments, and at Citi in various finance roles. Alex earned a B.S. in Accounting from The Ohio State University. He is a CFA charterholder and a member of the CFA Society of Columbus.
Total return for Alex Hamilton
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
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alex Hamilton

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
Alex Hamilton 15.2 6.7 -3.5 32.9 -18.8 - - - - -
Peer Group Composite 17.4 4.0 -12.7 36.0 -15.6 - - - - -
Over / Under -2.2 2.7 9.2 -3.1 -3.2 - - - - -
Performance vs peer group composite: Alex Hamilton
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
2 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM UK Equity Index Co-managed UT UK All Companies since Sep 13 2019 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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