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The investment seeks to provide a consistently high total return from a broadly diversified portfolio of equity securities with risk characteristics similar to the Standard and Poor's 500 Composite Stock Price Index (S&P 500 Index). Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. It primarily invests in the common stocks of U.S. companies in the S&P 500 Index (which includes both large cap and mid cap companies). The fund may also invest in securities not included within the S&P 500 Index.
Name | Title | Since | Until |
---|---|---|---|
Timothy Snyder | Executive Director | 2016 | Now |
Biography | Tim Snyder, executive director of J.P. Morgan Investment Management Inc., is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 2003, his responsibilities include managing Research Enhanced Index (REI) strategies. Tim joined the portfolio management team in 2004 as an analyst and worked on the daily implementation and maintenance of the REI and Analyst Fund portfolios. He holds a B.S. in finance and economics from the University of Delaware and is a holder of the CFA and CMT designations. | ||
Raffaele Zingone | Managing Director | 2002 | Now |
Biography | Ralph Zingone, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University. | ||
Steven G. Lee | Lead Portfolio Manager | 2013 | 2020 |
Biography | Steven G. Lee, Managing Director, is a portfolio manager on the US Disciplined Equity Team and the lead portfolio manager for the Research 130/30 and Disciplined Equity strategies since February 2017. Additionally, he has been the lead portfolio manager for the Research Market Neutral and Research Long/Short strategies since January 2014. Prior to joining the firm in 2004, he was a research analyst covering the global chemicals sector at Sanford Bernstein Investment Research and Management. He previously held positions as a management consultant with Booz-Allen&Hamilton and as an engineer with Ford Motor Company. Steven graduated with a dual degree from the Management and Technology Program at the University of Pennsylvania with a B.S. in economics from the Wharton School of Business, majoring in finance, and a B.S. in engineering from the School of Engineering and Applied Science, majoring in economics. He also holds an M.S. in mechanical engineering from the Massachusetts Institute of Technology and an M.B.A. in finance from the University of Michigan. | ||
Aryeh Glatter | Portfolio Manager | 2014 | 2017 |
Biography | Aryeh Glatter, executive director, is a portfolio manager of the Disciplined Equity and Research 130/30 strategies. An employee since 2011, Aryeh previously managed the Large Cap Value portfolios within the U.S. Equity Group. Prior to joining the firm, Aryeh was a portfolio manager at Alliance Bernstein, where he managed large cap equities from 2000 to 2009. Aryeh began his career at Alliance Capital as an equity analyst in 1992 covering a broad range of industries. He holds a B.S. from Brooklyn College and an M.B.A. from New York University. | ||
Terance Chen | Vice President | 2005 | 2014 |
Biography | Terance Chen, managing director, is a portfolio manager in the U.S. Disciplined Equity Team. An employee since 1994, Terance is responsible for the management of several long/short strategies, including Research Market Neutral, Research 130/30, Research Long/Short and Research Total Return. He is also part of the portfolio management team for the Research Enhanced Index (REI) strategies. Prior to his current position, Terance was a quantitative equity research analyst. Terance holds a B.S. in finance from New York University's Stern School of Business and is a CFA charterholder. | ||
Scott Blasdell | Managing Director | 2009 | 2014 |
Biography | Scott Blasdell, managing director, is a portfolio manager in the U.S. Equity Group responsible for Large Cap Value portfolios. An employee since 1999, Scott started as a research analyst covering REITs then in 2001 became portfolio manager of JPMorgan’s REIT strategies. In 2008, Scott moved to the U.S. Disciplined Equity Team to manage large cap core and value strategies. Prior to JPMorgan, Scott worked as a research analyst at Merrill Lynch Asset Management and Wellington Management. Scott earned a B.A. in economics from Williams College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
Jonathan N. Golub | Portfolio Manager | 2002 | 2005 |
Biography | Golub is a portfolio manager at JP Morgan in the U.S. Equity Group. An employee since 2001, he is responsible for product management and client servicing across all equity products. Prior to joining JPMIM, Golub led the consultant relations effort at Scudder Kemper Investment and Chancellor LGT. | ||
Nanette Buziak | Vice President, Portfolio Manager | 2000 | 2005 |
Biography | Buziak is vice president and portfolio manager with JP Morgan Investment Management, her employer since March 1997. Previously, she was an index arbitrage trader and convertible bond portfolio manager with First Marathon America. | ||
Timothy J. Devlin | Client Portfolio Manager | 1997 | 2005 |
Biography | Devlin is a portfolio manager with J.P. Morgan Investment Management, his employer since July 1996. From 1987 to 1996, he served as a first vice president with Mitchell Hutchins Asset Management. | ||
Bernard A. Kroll | Managing Director and portfolio manager | 2000 | 2002 |
Biography | Kroll is managing director and portfolio manager with JP Morgan Investment Management, his employer since August 1996. Previously, he was an equity derivatives specialist at Goldman Sachs & Company. |
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