Women have been making their mark in portfolio management. In celebration of International Women’s Day, Morningstar analysts have identified a number of female portfolio managers in Asia who earn High or Above Average People Pillar ratings under the Morningstar Medalist Rating framework. Notable portfolio managers like Julie Ho, Yii Hui Wong, and Keiko Kondo are a few of the women who have successfully managed their respective funds and produced strong financial results for their investors.
JPMorgan Asia Equity Dividend's Growth of USD 10,000 Since Inception
Julie Ho has dedicated her entire investment career to JPMorgan, joining the firm in New York in 2005 as an equity research analyst focused on real estate. She moved to Hong Kong in 2013 and joined the-now Emerging Markets and Asia Pacific Equities team to debut her portfolio management career with the 2013 inception of JPMorgan Asia Equity Dividend, supporting lead manager Jeffrey Roskell at the time. She was promoted to co-lead alongside Ruben Lienhard in February 2024 ahead of Roskell’s retirement, where her long involvement with the strategy, deep knowledge of the portfolio, and shared investment philosophy with her predecessor made her a capable successor. Leveraging her experience with JPMorgan Asia Equity Dividend, she was instrumental to the development and build-out of the team’s equity high income franchise in Asia, which aims to deliver a distribution yield of 7-9% by investing in dividend-yielding stocks and an option overlay. Notably, JPMorgan Asian Equity High Income, which was launched in December 2023, has garnered immense investor interest.
Ho has been part of JPMorgan Asia Equity Dividend’s solid track record since its inception, and she continues to deliver since becoming co-lead in February 2024. The outperformance was partly thanks to the managers utilizing the strategy’s flexibility to invest in quality-at-reasonable yield stocks – that is, quality-growth companies that have some sort of dividend and/or share buyback policies - to navigate growth-oriented markets. Nonetheless, the strategy remains true to its income-focused label and has consistently met the investment objective of generating a forward portfolio yield that is 30% higher than the MSCI AC Asia Pacific ex Japan Index.
To read more about two other impressive female portfolio managers in our 2026 feature – Yii Hui Wong and Keiko Kondo – and an overview of the well-rated female investors across equity, fixed income, and multi-asset who Morningstar covers out of Asia, check out our full report: The Top Female Portfolio Managers in Asia – 2026 Edition.
