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Profil
John Joseph Morton worked as the Managing Director & Chief Investment Officer at Rexiter Capital Management Ltd. from 2008 to 2012.
He then worked as the Chief Investment Officer & Managing Director at Rexiter Capital Management Ltd. (Boston).
In 2012, he was the Head of Emerging Markets at Fischer Francis Trees & Watts (UK) Ltd. From 2016 to 2021, he worked as a Portfolio Manager at Lord, Abbett & Co. LLC.
Prior to his career, he completed his undergraduate degree at Suffolk University.
Anciens postes connus de John Joseph Morton
| Sociétés | Poste | Fin |
|---|---|---|
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Portfolio Manager-Fixed Income | 01/07/2021 |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA FM utilizes several methods of investment analysis across a wide array of investment strategies when formulating investment advice or managing assets. The firm does not rely on one type of investment analysis over another and does not recommend one particular type of security. They seek to utilize the most prudent methods of investment analysis based upon certain characteristics of the investment strategy and the current market conditions, as applicable. | Portfolio Manager-Fixed Income | 30/06/2007 |
Fischer Francis Trees & Watts (UK) Ltd.
 Fischer Francis Trees & Watts (UK) Ltd. Investment ManagersFinance FFTW-UK is an active manager which aims to provide capital stability and consistent returns for clients by combining multiple, diversifying alpha strategies sourced across a broad global opportunity set. They believe that asset allocation is best conducted by a dedicated top-down decision-making team that is able to compare relative value opportunities across all fixed-income asset classes simultaneously, while bottom-up security selection decisions are best left to specialist managers for each asset class. The firm believes that specialized investment teams enable better decision making and ensure that risk management is integrated throughout their investment process. They also believe that successful management of fixed-income portfolios is highly dependent upon sophisticated risk management practices and risk tools. FFTW-UK combines judgmental and quantitative alpha strategies, aiming to diversify returns, and generate a better risk-adjusted return profile. Their independent risk management team works closely with investment teams to understand their strategies and goals, focusing on identifying and avoiding unnecessary and unintended risks. In addition, the firm's risk budgeting process enables them to dynamically allocate risk across diversified alpha teams while helping to contain the downside risks that are intrinsic to fixed-income markets. | Head-Fixed Income Invts | - |
Rexiter Capital Management Ltd. (Boston)
 Rexiter Capital Management Ltd. (Boston) Investment ManagersFinance Rexiter Capital Management Boston is an active investment manager that employs a growth-and-value approach. The firm focuses on managing fundamental-based, emerging market equity, Asian equity and fixed-income strategies including global, regional and country-specific strategies. Rexiter employs a growth at a reasonable price (GARP) investment approach. The firm's bottom-up stock selection process is combined with a top-down overlay that is designed to constrain their views and add value over time. Rexiter's fundamental research considers investments at both the individual stock level and country level. The firm believes that it is not necessary to take large risks to deliver returns, maintaining strict limits on country and stock positions. Rexiter's equity strategies include: Institutional Equities, Institutional Strategy, Sustainability, Shariah-compliant, Asia ex-Japan Strategy, Korea, India, Greater China and China. The firm's Institutional Strategy seeks to outperform the return of the MSCI Emerging Markets Index by 3% per year over the course of a full market cycle. Rexiter focuses on investments in emerging markets in Asia, Latin America, Europe, the Middle East and Africa. Portfolios typically consist of 70 to 90 holdings. Rexiter's Sustainability Strategy is now closed. After running the strategy for 5 years, the firm concluded that environmental, social and governance (ESG) issues should be incorporated further into their core strategies, rather being offered as a stand alone product. Rexiter now focuses on including ESG factors in their emerging markets and Asian strategies. Rexiter's Global Emerging Markets Shariah Strategy seeks to outperform the return of the Dow Jones Islamic Emerging Market customized Index by 3% over the course of a full market cycle. The strategy is designed to capture the growth prospects of emerging markets equities, while adhering to Shariah investment guidelines. The strategy utilizes Rexiter's established global emerging markets investment process in conjunction with a rigorous environmental stock rating methodology provided by Innovest Strategic Value Advisors. The strategy seeks to generate attractive risk-adjusted returns by adding value at both the country and stock level. Rexiter focuses on investments in emerging markets in Asia, Latin America, Europe, the Middle East and Africa. Portfolios typically consist of 50 to 60 holdings. The firm's Asia-ex Japan strategy seeks to outperform the return of the MSCI All Countries Asia ex-Japan Index by 5% per year over the course of a full market cycle. Rexiter employs an active fundamental investment approach that is designed to offer selective exposure to the most attractive companies in Asia with a 3-year investment horizon. They focus on investments in China, Hong Kong, South Korea, Taiwan, India, Pakistan, Singapore, Thailand, Malaysia, Indonesia and the Philippines. Portfolios typically consist of 60 to 80 holdings. Rexiter's active Korea All-Cap Equity Strategy seeks to outperform the return of the MSCI Korea (Net Dividend Reinvested) Index by 4% to 5% per year over the course of a full market cycle. The strategy is run as a fully-invested synthetic strategy. The strategy invests exclusively in Korea. Portfolios typically consist of 30 to 50 holdings. The firm's India Strategy seeks to outperform the return of the MSCI India Index by 5% per year over the course of a full market cycle. Rexiter seeks to generate returns above benchmark-linked returns. The firm conducts original research and maintains relationships with management and within local investment communities, which assists in the sourcing of stocks. The strategy invests exclusively in India. Portfolios typically consist of 30 to 50 holdings. Rexiter's Greater China Strategy seeks to outperform the return of the MSCI Golden Dragon Index by 5% per year over the course of a full market cycle. This strategy is a synthetically managed strategy that focuses on investments in China, Taiwan and Hong Kong. Portfolios typically consist of 30 to 50 holdings. The firm's China Strategy seeks to outperform the return of the MSCI China Index by 5% per year over the course of a full market cycle. This strategy is a synthetically managed strategy that invests exclusively in China. Portfolios typically consist of 30 to 50 holdings. Rexiter's Global Emerging Markets fixed-income strategies include: Local Currency Bonds and Local Currency Cash. The firm seeks to leverage their expertise in managing global emerging market equity strategies. Their fixed-income strategies are not based on a global perspective, but rather seek to identify relative value between individual markets and to outperform in different market conditions. Rexiter's Local Currency Bond Strategy seeks to outperform the return of the JPM Morgan Government Bond Index - Emerging Markets Diversified by 3% per year. Country selection is the key component of the strategy. Rexiter seeks to add value through active fundamental management and scenario analysis that identifies countries with strong and improving positions, mispriced opportunities and potential investment risks. Portfolios consist of an average of 30 holdings. Rexiter's Local Currency Cash Strategy seeks to outperform the return of the ELMI+ by 3% per year over the full course of a market cycle. In managing this strategy, the firm seeks to capitalize on the trend of the ELMI+ outperforming the US Treasury over the past decade due to the high levels of interest rates paid to offset currency volatility. Rexiter invests primarily in Asia, Latin America, Europe, the Middle East and Africa. Portfolios consist of an average of 30 holdings. | Directeur en chef des Investissements | - |
Rexiter Capital Management Ltd.
 Rexiter Capital Management Ltd. Investment ManagersFinance Provides investment advice | Directeur de la Recherche - Actions | - |
Formation de John Joseph Morton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Finance |
Rexiter Capital Management Ltd.
Rexiter Capital Management Ltd. Investment ManagersFinance Provides investment advice | Finance |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA FM utilizes several methods of investment analysis across a wide array of investment strategies when formulating investment advice or managing assets. The firm does not rely on one type of investment analysis over another and does not recommend one particular type of security. They seek to utilize the most prudent methods of investment analysis based upon certain characteristics of the investment strategy and the current market conditions, as applicable. | Finance |
Suffolk University
 Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fischer Francis Trees & Watts (UK) Ltd.
Fischer Francis Trees & Watts (UK) Ltd. Investment ManagersFinance FFTW-UK is an active manager which aims to provide capital stability and consistent returns for clients by combining multiple, diversifying alpha strategies sourced across a broad global opportunity set. They believe that asset allocation is best conducted by a dedicated top-down decision-making team that is able to compare relative value opportunities across all fixed-income asset classes simultaneously, while bottom-up security selection decisions are best left to specialist managers for each asset class. The firm believes that specialized investment teams enable better decision making and ensure that risk management is integrated throughout their investment process. They also believe that successful management of fixed-income portfolios is highly dependent upon sophisticated risk management practices and risk tools. FFTW-UK combines judgmental and quantitative alpha strategies, aiming to diversify returns, and generate a better risk-adjusted return profile. Their independent risk management team works closely with investment teams to understand their strategies and goals, focusing on identifying and avoiding unnecessary and unintended risks. In addition, the firm's risk budgeting process enables them to dynamically allocate risk across diversified alpha teams while helping to contain the downside risks that are intrinsic to fixed-income markets. | Finance |
Rexiter Capital Management Ltd. (Boston)
Rexiter Capital Management Ltd. (Boston) Investment ManagersFinance Rexiter Capital Management Boston is an active investment manager that employs a growth-and-value approach. The firm focuses on managing fundamental-based, emerging market equity, Asian equity and fixed-income strategies including global, regional and country-specific strategies. Rexiter employs a growth at a reasonable price (GARP) investment approach. The firm's bottom-up stock selection process is combined with a top-down overlay that is designed to constrain their views and add value over time. Rexiter's fundamental research considers investments at both the individual stock level and country level. The firm believes that it is not necessary to take large risks to deliver returns, maintaining strict limits on country and stock positions. Rexiter's equity strategies include: Institutional Equities, Institutional Strategy, Sustainability, Shariah-compliant, Asia ex-Japan Strategy, Korea, India, Greater China and China. The firm's Institutional Strategy seeks to outperform the return of the MSCI Emerging Markets Index by 3% per year over the course of a full market cycle. Rexiter focuses on investments in emerging markets in Asia, Latin America, Europe, the Middle East and Africa. Portfolios typically consist of 70 to 90 holdings. Rexiter's Sustainability Strategy is now closed. After running the strategy for 5 years, the firm concluded that environmental, social and governance (ESG) issues should be incorporated further into their core strategies, rather being offered as a stand alone product. Rexiter now focuses on including ESG factors in their emerging markets and Asian strategies. Rexiter's Global Emerging Markets Shariah Strategy seeks to outperform the return of the Dow Jones Islamic Emerging Market customized Index by 3% over the course of a full market cycle. The strategy is designed to capture the growth prospects of emerging markets equities, while adhering to Shariah investment guidelines. The strategy utilizes Rexiter's established global emerging markets investment process in conjunction with a rigorous environmental stock rating methodology provided by Innovest Strategic Value Advisors. The strategy seeks to generate attractive risk-adjusted returns by adding value at both the country and stock level. Rexiter focuses on investments in emerging markets in Asia, Latin America, Europe, the Middle East and Africa. Portfolios typically consist of 50 to 60 holdings. The firm's Asia-ex Japan strategy seeks to outperform the return of the MSCI All Countries Asia ex-Japan Index by 5% per year over the course of a full market cycle. Rexiter employs an active fundamental investment approach that is designed to offer selective exposure to the most attractive companies in Asia with a 3-year investment horizon. They focus on investments in China, Hong Kong, South Korea, Taiwan, India, Pakistan, Singapore, Thailand, Malaysia, Indonesia and the Philippines. Portfolios typically consist of 60 to 80 holdings. Rexiter's active Korea All-Cap Equity Strategy seeks to outperform the return of the MSCI Korea (Net Dividend Reinvested) Index by 4% to 5% per year over the course of a full market cycle. The strategy is run as a fully-invested synthetic strategy. The strategy invests exclusively in Korea. Portfolios typically consist of 30 to 50 holdings. The firm's India Strategy seeks to outperform the return of the MSCI India Index by 5% per year over the course of a full market cycle. Rexiter seeks to generate returns above benchmark-linked returns. The firm conducts original research and maintains relationships with management and within local investment communities, which assists in the sourcing of stocks. The strategy invests exclusively in India. Portfolios typically consist of 30 to 50 holdings. Rexiter's Greater China Strategy seeks to outperform the return of the MSCI Golden Dragon Index by 5% per year over the course of a full market cycle. This strategy is a synthetically managed strategy that focuses on investments in China, Taiwan and Hong Kong. Portfolios typically consist of 30 to 50 holdings. The firm's China Strategy seeks to outperform the return of the MSCI China Index by 5% per year over the course of a full market cycle. This strategy is a synthetically managed strategy that invests exclusively in China. Portfolios typically consist of 30 to 50 holdings. Rexiter's Global Emerging Markets fixed-income strategies include: Local Currency Bonds and Local Currency Cash. The firm seeks to leverage their expertise in managing global emerging market equity strategies. Their fixed-income strategies are not based on a global perspective, but rather seek to identify relative value between individual markets and to outperform in different market conditions. Rexiter's Local Currency Bond Strategy seeks to outperform the return of the JPM Morgan Government Bond Index - Emerging Markets Diversified by 3% per year. Country selection is the key component of the strategy. Rexiter seeks to add value through active fundamental management and scenario analysis that identifies countries with strong and improving positions, mispriced opportunities and potential investment risks. Portfolios consist of an average of 30 holdings. Rexiter's Local Currency Cash Strategy seeks to outperform the return of the ELMI+ by 3% per year over the full course of a market cycle. In managing this strategy, the firm seeks to capitalize on the trend of the ELMI+ outperforming the US Treasury over the past decade due to the high levels of interest rates paid to offset currency volatility. Rexiter invests primarily in Asia, Latin America, Europe, the Middle East and Africa. Portfolios consist of an average of 30 holdings. | Finance |
