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Mentor Speaker Board Member NE Chapter

Gloria Fu

Independent Board Director
Gloria Fu
Gloria Fu brings over 20 years of investment management expertise, most recently as a Managing Director and Portfolio Manager at JPMorgan Asset Management with responsibility for $40 billion of assets, which she helped grow from $3 billion in 2004 when she joined the team. Ms. Fu is known for her industry-leading expertise in analyzing and investing in consumer and real estate companies, particularly omnichannel retail and lodging. Her broad base of expertise includes strategy, financial analysis, and shareholder-related issues. Both of her funds, JPM MidCap Value and JPM Value Advantage, were 5-star rated by Morningstar, and JPM MidCap Value won the firm’s first gold medal award from Morningstar during her tenure. In 2013, JPM MidCap Value was featured in Bloomberg Markets Magazine and was the top performing fund in the Institutional Investor MidCap Value category.

Ms. Fu is a subject matter expert on corporate governance issues. She was a founding member of JPMorgan Asset Management’s Proxy Committee in 2007. In this role, she provided leadership and guidance to firm management, her peers, and her direct reports on a range of topics including proxy contests, Say on Pay, and ESG. Her many years of experience as an investor and member of the Proxy Committee provide her with a deep understanding of board governance, investors, and activism.

As a Portfolio Manager, Ms. Fu drove performance through idea generation, sizing, and timing the entry and exit of positions in the funds. She focused on consumer-facing companies with market capitalizations of $3 billion to $20 billion across retail, lodging, housing, media, consumer staples, healthcare, and REITs. As part of her investment process she regularly met with numerous CEOs, CFOs and senior executives. She was frequently a top 10 shareholder of companies in the portfolio.

Earlier in her career, Ms. Fu was a Vice President at JPMorgan Securities and a sell-side equity research analyst focused on the gaming and lodging industries. During her tenure, the team was awarded the prestigious designation of Institutional Investor’s All-American Research Team from 2001 through 2003.

She currently serves as an Independent Board Director for PropTech Investment Corporation II (NASDAQ: PTIC) and is a member of the Audit committee. Her non-profit leadership roles include Board Director for Visions - a New York based group sponsoring programs for the blind. She serves on the Development and Audit committees for Visions. She is also a Board Director of the International Luxury Hotel Association - Northeast Chapter, an association focused on connecting hotel industry executives. She serves on the Research and Mentorship committees. She is also an advisory board member to MREN, a cloud-based real estate company.

Ms. Fu resides in New York City. She holds a BS and Master’s degree in Hospitality Administration from Cornell University. She is also a CFA Charterholder.
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