Michael J. Kelly

MBA, CFA
Managing Director, Global Head of Multi-Asset
PineBridge Investments LLC

Michael J. KellyMichael is Co-Lead Portfolio Manager for the IA Clarington Global Bond Fund, sub-advised by PineBridge Investments. He joined PineBridge in 1999 and oversees the Global Multi-Asset business. He founded the firm’s Multi-Asset investment process and integrated formerly independent regional teams into one global team focused on total-return-oriented asset allocation. Michael also serves as a member of PineBridge’s Governance Committee and Management Committee and chairs the firm’s Proxy Committee.

Prior to joining PineBridge, he spent 15 years in various equity research and portfolio management roles at JPMorgan Investment Management. During his last five years at JPMorgan, he chaired the U.S. Asset Allocation Committee. Previously, he spent several years in economic research at Townsend-Greenspan & Co.

Michael holds an MBA from the Wharton Graduate School of Business and is a CFA charterholder.

Funds managed

“We capitalize on the insights of our experts across markets, regions and disciplines around the world, channeling multiple perspectives into the singular purpose of delivering the best outcomes for our clients.”

Michael's philosophy

Fundamental-driven asset allocation and intensive, bottom-up credit research and security selection are the cornerstones of Michael’s approach. He invests across an intermediate time horizon, based on his view that market prices typically converge with fundamentals over a nine to 18 month period. This intermediate timeframe sits between a pure tactical approach, which he believes is too short-term for prices to connect well with fundamentals, and a strategic approach, which is too long for most investor needs. Michael’s approach dynamically and nimbly adapts to changing market conditions with the goal creating consistent, attractive income streams for investors.

 

Our investment process