Robert Cook, CFA, Portfolio Manager Thomas Hauser, CFA, Portfolio Manager
JPMorgan Asset Management’s High Yield strategy utilizes a fundamental, bottom-up research process with a disciplined security selection process which seeks to consistently generate superior risk-adjusted returns. Proprietary fundamental research, a disciplined approach to relative value, and risk management drive the investment process which results in a well-diversified, optimally constructed portfolio.
Robert Cook, CFA,
managing director,
is head of the Fixed Income High Yield Team and lead portfolio manager for JPMAM’s high yield total return, sub-advised mutual fund assets and absolute return credit products. In addition, he serves on the Global Macro Team which determines the firm’s fixed income views of the global economic landscape and portfolio positioning. An employee since 2004, Robert was most recently co-head of the fixed income investment process at 40|86 Advisors, where he was responsible for managing High Yield total return assets and was the director of credit research. Prior to joining 40|86 in 1994, he worked at PNC Bank’s investment banking division in Pittsburgh, where he was involved with syndicated loans, M&A, private placements and structured products. Robert earned a B.S. in finance from Indiana University. He is a CFA charterholder and a member of the Indianapolis Society of Financial Analysts.
Thomas Hauser, CFA, vice
president, is responsible for co-managing JPMAM’s high yield total return, sub-advised mutual fund assets and absolute return credit products. An employee since 2004, Thomas was most recently a co-portfolio manager on three mutual funds and co-head of the Collateralized Bond Obligation (CBO) Group at 40|86 Advisors. Prior to joining 40|86 Advisors in 2001, he had been with Van Kampen Investments since 1993, where he was a vice president responsible for co-managing several High Yield mutual funds and was head of the High Yield trading desk. Tom earned a B.S. in finance from Miami (Ohio) University. He is a CFA charterholder and a member of the Indianapolis Society of Financial Analysts.
On March 4, 2008, the Board of Trustees of The Integrity Funds named JPMorgan the sub-advisor to Integrity High Income Fund effective May 5, 2008. Following a shareholder confirmation process, on September 10, 2008, JPMorgan was approved as sub-advisor to Integrity High Income Fund.
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