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Jpmorgan Funds - Us Value Fund C (acc) - Eur (0P00013WS5)

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230.810 +1.690    +0.74%
23/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 3.94B
Type:  Fund
Market:  Luxembourg
Issuer:  JPMorgan Asset Management (Europe) S.à r.l.
ISIN:  LU1098399733 
Asset Class:  Equity
JPMorgan Funds - US Value Fund C (acc) - EUR 230.810 +1.690 +0.74%

0P00013WS5 Overview

 
On this page you'll find an in-depth profile of Jpmorgan Funds - Us Value Fund C (acc) - Eur. Learn about the key management, total assets, investment strategy and contact information of 0P00013WS5 among other information.
Category

US Large-Cap Value Equity

Total Assets

3.94B

Expenses

0.78%

Inception Date

Aug 13, 2014

Investment Strategy

To provide long-term capital growth by investing primarily in a value style- biased portfolio of US companies.

Contact Information

Address European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Phone +352 34 101

Top Executives

Name Title Since Until
David Silberman Managing Director 2019 Now
Biography Dave Silberman, managing director, is a portfolio manager on the JPMorgan Equity Income and the JPMorgan Growth & Income Funds within the U.S. Equity Group. An employee since 1989, David assumed his current role in 2019. Prior to his current role, David was the Head of the Equity Investment Director and Corporate Governance teams globally and the lead U.S. Equity Investment Director since 2008. Previously, he was a portfolio manager in the U.S. Equity Group where he managed equity portfolios for private clients, endowments and foundations. He has also worked in the Emerging Markets Derivatives Group and attended the J.P. Morgan training program. David holds a B.A. in economics and political science from the State University of New York at Binghamton and an M.B.A. from the Stern School of Business at New York University.
Andrew Brandon - 2019 Now
Biography Andrew Brandon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2000, Andrew joined the investment team in 2012 as an investment analyst on the JPMorgan Equity Income and Growth and Income Funds. Prior to joining the team Andrew was a member of our US equity research team covering the financial industry. Andrew has also worked in the JPMorgan Private Bank supporting portfolio managers of both the U.S. large cap core equity product, and the U.S. large cap value product. Andrew obtained a B.A. in economics from the University of Virginia, and an M.B.A. from the University of Florida. He is a CFA charterholder."
Clare A. Hart Portfolio Manager 2012 2024
Biography Clare Hart, managing director, is a portfolio manager in JPMorgan’s U.S. Equity Group. An employee since 1999, Clare is the lead portfolio manager of the JPMorgan Equity Income Strategy and the JPMorgan Growth & Income Strategy. Prior to joining the team, Clare was with Salomon Smith Barney’s equity research division as a research associate covering Real Estate Investment Trusts. Ms. Hart began her career at Arthur Andersen, working as a public accountant.
Jonathan K.L. Simon Managing Director 2000 2019
Biography Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management.
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