José Gerardo Morales, CFA

José is Co-Portfolio Manager for the Axiom Emerging Markets Equity and Emerging Markets World Equity Strategies. He has extensive experience covering emerging market equities over 20 years. Before joining Axiom, José was a Portfolio Manager/CIO at Mirae Asset Global Investments where he was lead manager of several emerging markets and global equity funds. Prior to Mirae, José was the Head of Emerging European Equities at Pictet Asset Management. He held similar positions at West LP Mellon and HSBC Asset Management. José has the designation of Chartered Financial Analyst, holds a B.Sc. in Finance from George Mason University, and an M.B.A. in Investment Analysis and International Business from Georgetown University. He is fluent in Spanish and proficient in Italian.

Experience

  • Senior Vice President/Portfolio Manager, Axiom Investors, 2017-Present
  • Portfolio Manager/CIO, Mirae Asset Global Investment (USA), 2010-2016
  • Head of EM/Deputy CIO, LatAm & EMEA, Mirae Asset Global Investment (UK), 2007-2010
  • Head of Emerging European Equities, Pictet Asset Management, 2006-2007
  • Director, Head of EMEA Emerging Markets, WestLB Mellon Asset Management, 2002-2006
  • Head of EMEA Emerging Markets, HSBC Asset Management Ltd., 1999-2002

Education

  • M.B.A., Georgetown University
  • B.Sc., Finance, George Mason University