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You are here: Manager factsheet
Jason Alonzo
JP Morgan Investment Funds, JP Morgan Asset Management UK, JP Morgan Asset Management
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a fairly lengthy track record, the manager has, period by period, over- and under-performed roughly equally. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Jason Alonzo, executive director, is a senior portfolio manager of the US Behavioral Finance Equity group that is responsible for the Intrepid strategies. Jason was part of the initial research and implementation in launching the large cap strategies, and has been part of the large cap team since inception in 2003. Jason previously worked as an Investment Assistant in the US Equity group, and prior to that as an analyst in the Internal Consulting Services program, completing assignments in Corporate Technology, LabMorgan, Credit Derivatives and ultimately the US Equity group. Jason received a B.S. in Management and Technology from Rensselaer Polytechnic Institute in 1999. Education: B.S., Management/Technology, Rensselaer Polytechnic Institute
Total return for Jason Alonzo
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jason Alonzo

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
Jason Alonzo 20.5 5.1 2.7 35.1 -14.3 -9.3 - - - -
Peer Group Composite 16.3 4.7 5.8 33.4 -13.6 -4.6 - - - -
Over / Under 4.2 0.4 -3.1 1.7 -0.7 -4.7 - - - -
Performance vs peer group composite: Jason Alonzo
How a manager matches up against his peers gives you some idea of how talented he is. 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
3 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Inv US Equity Co-managed FO Equity - USA since Apr 02 2007 to present
JPM US Co-managed UT North America since May 01 2007 to present
JPM US Dynamic Co-managed FO Equity - USA since May 01 2007 to present
JPM US Dynamic 130/30 Co-managed FO Equity - USA since Nov 21 2008 to present
Funds managed previously
Fund Periods
JPM US Growth since May 01 2007 to Oct 31 2010
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