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You are here: Manager factsheet

Gary Herbert

JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
Gary Herbert is U.S. Head of Global Asset Tactical Asset Allocation (GTAA) and Diversified Portfolios for J.P. Morgan Asset Management's Multi-Asset Solutions business. In this role, Gary oversees the investment process for GTAA. He joined J.P. Morgan in 2020 from Brandywine Global LLC, where he was responsible for $7 billion in AUM as Head of Global Credit. At Brandywine, he helped build and implement proprietary research processes to improve macroeconomic, fundamental and quantitative research and decision-making, and led global marketing efforts for credit strategies. His more than 25 years research and portfolio management experience also includes positions at Guggenheim Partners, Dreman Value Management, LLC and Morgan Stanley Investment Management. Gary has an M.B.A. in Finance with Honors from Columbia University and a bachelor's degree in Business Administration and International Business from Villanova University. Gary is a CFA Charterholder.
Total return for Gary Herbert
Discrete calendar year performance : Gary Herbert

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
Gary Herbert 2.6 -1.9 -4.2 - - - - - - -
Peer Group Composite 6.4 -1.7 -1.2 - - - - - - -
Over / Under -3.8 -0.2 -3.0 - - - - - - -
Performance vs peer group composite: Gary Herbert
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
Outperformed peer group composite
0 years
out of a possible 3
Overall markets
Underperformed peer group composite
3 years
out of a possible 3
Rising markets
Outperformed peer group composite
0 years
out of a possible 1
Falling markets
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Multi Asset Income Co-managed UT Mixed Investment 20-60% Shares since Jan 01 2021 to present
JPM Global Income Co-managed FO Mixed Asset - Balanced since Feb 01 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
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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