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Gary Herbert
Portfolio Manager-Equities at
JPMorgan Investment Management, Inc.
Profile
Mr. Gerhardt P.
Herbert, CFA MBA, is a Managing Director at JPMorgan Investment Management, Inc. He is Co-Chief Investment Officer of Multi-Asset Solutions – U.S.
for J.P.
Morgan Asset Management’s Solutions business.
In this role, he is responsible for investment oversight of mandates managed in the US.
This includes providing oversight with respect to manager, strategy suitability and fit, and ensuring that the team's asset allocation views are reflected appropriately across a diverse set of mandates.
Mr. Herbert is also a Portfolio Manager on Global Tactical Asset Allocation and Global Income strategies.
He has over 33 years of industry experience.
Mr. Herbert 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.
He 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.
He is a CFA charter holder.
Gary Herbert active positions
| Companies | Position | Start |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Portfolio Manager-Equities | 2020-02-29 |
Former positions of Gary Herbert
| Companies | Position | End |
|---|---|---|
Brandywine Global Investment Management LLC
 Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global strives to provide investors with competitive risk-adjusted long-term performance relative to the relevant index. The firm offers an array of equity, fixed income, and balanced portfolios that invest in US, international, and global markets. Accounts are primarily constructed based on bottom-up stock selection although several of their portfolios, specifically global portfolios, include top-down/macro considerations. | Head-Fixed Income Invts | 2020-02-29 |
Guggenheim Partners LLC
 Guggenheim Partners LLC Investment ManagersFinance Provides investment and financial services | Corporate Officer/Principal | 2010-02-27 |
Dreman Value Management LLC
 Dreman Value Management LLC Investment ManagersFinance DVM is a contrarian value investment management firm which aims to provide superior investment performance over a long-term horizon. The firm’s investment team uses a disciplined, bottom-up, low P/E approach to investing. All of their strategies are based on extensive research into undervalued equities. | Portfolio Manager-Equities | 2008-12-30 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Portfolio Manager-Fixed Income | 1997-12-30 |
Dreman Value Management LLC
Dreman Value Management LLC Investment ManagersFinance DVM is a contrarian value investment management firm which aims to provide superior investment performance over a long-term horizon. The firm’s investment team uses a disciplined, bottom-up, low P/E approach to investing. All of their strategies are based on extensive research into undervalued equities. | Portfolio Manager-Equities | - |
Training of Gary Herbert
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
88
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global strives to provide investors with competitive risk-adjusted long-term performance relative to the relevant index. The firm offers an array of equity, fixed income, and balanced portfolios that invest in US, international, and global markets. Accounts are primarily constructed based on bottom-up stock selection although several of their portfolios, specifically global portfolios, include top-down/macro considerations. | Finance |
Dreman Value Management LLC
Dreman Value Management LLC Investment ManagersFinance DVM is a contrarian value investment management firm which aims to provide superior investment performance over a long-term horizon. The firm’s investment team uses a disciplined, bottom-up, low P/E approach to investing. All of their strategies are based on extensive research into undervalued equities. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Guggenheim Partners LLC
Guggenheim Partners LLC Investment ManagersFinance Provides investment and financial services | Finance |
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