Regional Sites

U.S. Equity Strategies


Research at the Core

At J.P. Morgan Asset Management, we maintain a distinguished legacy of disciplined U.S. active management through multiple market cycles. The predictable, fundamental research process we have employed for decades, one in which investment decisions are governed by seasoned, insightful portfolio managers, continues to serve our clients.

Proven and stable with a deep appreciation for the value of client service and the importance of balancing sophistication with practicality when designing products, the equity group at J.P. Morgan offers a substantive capability that can help solve a broad range of equity management objectives.

Equity disciplines

  • Core
  • Growth
  • Value
  • All Cap
  • Active Extension
  • Enhanced
  • Long/Short
  • Quantitative

 

Our capabilties

Broad expertise: With more than $175 billion* in U.S. equity strategies, J.P. Morgan Asset Management has served the institutional investment marketplace for more than 50 years. To ensure that the best ideas are leveraged across our entire offering, we support multiple processes and strategies to meet the full complement of our clients' investment needs.

Disciplined investment processes: We seek to deliver the advantages of disciplined and proven investment processes anchored in fundamental bottom-up research and strong portfolio manager oversight. Proprietary research and regimented implementation drive all our equity strategies.

Consistent risk discipline: Across each style, our portfolio construction practice is thoroughly vetted against a stable series of risk metrics. Careful adherence to portfolio objectives as expressed through alpha generation, tracking error and correlations, contribute to a disciplined and well-managed program.

Respected authority among company managements: Over time, our seasoned analysts have developed strong relationships with the management teams of both established and emerging businesses.

Efficiencies in trading and implementation: The depth of our trading knowledge and markets expertise enables us to generate efficiencies for our clients in order flow, liquidity management and marketplace participation. All traders work with clearly defined metrics and objectives.

Alignment of interest: Mandatory investment by portfolio managers, and employee investment through deferred compensation.

Expert insights

 

Portfolio Manager Clare Hart looks at current market conditions, explains her approach to risk management and discusses where she sees opportunity today.

 



* As of June 30, 2012. The managers seek to achieve the stated objectives. There can be no guarantee the objectives will be met.

FOR INSTITUTIONAL USE ONLY

This website is intended to report solely on the investment strategies and opportunities identified by J.P. Morgan Asset Management. Additional information is available upon request. Information herein is believed to be reliable but J.P. Morgan Asset Management does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is not indicative of future results. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The investments and strategies discussed herein may not be suitable for all investors; if you have any doubts you should consult your J.P. Morgan Asset Management Client Adviser, Broker or Portfolio Manager. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. You should consult your tax or legal adviser about the issues discussed herein.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.

 


 
 

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