Owner, Portfolio Manager
JCM3 Asset Management
John has 30 years of investing experience and founded JCM3 Asset Management in 2023.
Mr. Maxwell was the lead portfolio manager of the Ivy International Core Strategy (ICEIX) for Waddell & Reed from February 2006 to November 2021.
In addition to running ICEIX, John had portfolio manager roles on the US Value, International Growth, International Balanced, Global Income Allocation, Global Equity Income, and International Fund of Funds strategies. Maxwell was the de-facto head of international equity investing at Waddell and Reed. As an analyst he followed industries in the consumer staples, consumer discretionary, information technology and communication services sectors.
Prior to joining Waddell in 1998, Maxwell held positions with Fort Washington Investment Advisors, Procter & Gamble, and the White House Special Programs Office. He was an officer in the U.S. Army Reserves.
Mr. Maxwell graduated from the University of Kentucky in 1985 with a BS in Mechanical Engineering. He earned an MBA with an emphasis in Finance from The Johnson School at Cornell University in 1992.
Mr. Maxwell loves investing and spending time with his family and friends. He enjoys travels, reading, skiing, biking, golfing, and pickleball.
Analyst
JCM3 Asset Management
Felix Boerstoel is an Analyst at the firm, where he contributes to the international core strategy. His work combines top-down macro analysis with bottom-up fundamental research, identifying dislocations and relative valuation opportunities across countries, sectors, and factors within the global opportunity set. He also serves as the firm's resident AI specialist, helping integrate emerging tools and workflows into the investment research process to enhance productivity while controlling risk.
Felix brings a combination of technical and analytical experience to the role. Prior to joining the firm, he spent four years in electrical device engineering and manufacturing, where he developed a hands-on understanding of industrial processes, supply chains, and the operational drivers of business performance. He now applies that perspective to evaluating companies across sectors.
He graduated from Rutgers University in 2020 with a double major in Industrial Engineering and Economics, and is currently a CFA candidate.
Outside the office, Felix is an avid skier and traveler, and enjoys designing and building projects through 3D printing.
JCM3 Asset Management
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