Management |
Domicile | United Kingdom | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 23/09/2021 | ![](/includes/images/clear.gif) | Fund Advisor(s) | JP Morgan Asset Management (UK) Ltd |
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Fund Manager | Shrenick Shah | Manager Start Date | 15/02/2013 | Career Start Year | 2002 |
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Biography |
Shrenick Shah, Managing Director, leads the Macro Strategies portfolio management team within Multi-Asset Solutions, based in London. An employee since September 2010, Shrenick previously worked in the equity divisions at Deutsche Bank and Credit Suisse. Shrenick obtained a M.Sc. in Econometrics and Mathematical Economics from the London School of Economics. |
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Fund Manager | Josh Berelowitz | Manager Start Date | 18/12/2019 | Career Start Year | 2011 |
Education | University of Nottingham, B.S. |
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Biography |
Josh Berelowitz, Vice President, is a portfolio manager in the Macro Strategies team, based in London. An employee since September 2011, Josh has been focused on the macro portfolios since inception of the strategy in November 2012. Josh obtained a B.Sc. in Economics from the University of Nottingham and is a CFA charterholder. |
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Fund Manager | Benoit Lanctot | Manager Start Date | 18/12/2019 | Career Start Year | 2007 |
Education | London Business School, M.S. | HEC Montreal, B.B.A. |
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Biography |
Benoit Lanctot, executive director, portfolio manager in the Macro Strategies team, based in London. An employee since July 2011, Benoit previously worked as a senior analyst in the Convertible Bond team within Multi-Asset Solutions, responsible for the implementation of the fundamental analysis framework with global coverage. Prior to that, Benoit worked in investment banking for the Diversified Industries Group of Scotia Capital Inc. based in Montreal, Canada. He obtained a B.BA with a major in Finance from HEC Montreal and a Masters in Finance from London Business School. Benoit is a
CFA and a CAIA charterholder. |
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Fund Manager | Virginia Martin Heriz | Manager Start Date | 22/03/2021 |
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Biography |
Virginia Martin Heriz, Executive Director, is a portfolio manager in the Macro Strategies team, based in London. An employee since November 2019, Virginia previously was a portfolio manager at Aberdeen Standard Investments where she was responsible for tactical asset allocation portfolios and segregated multi asset mandates. Prior to that, Virginia was an analyst covering global financials at Martin Currie Investment Management. |