From 31 May, JPM American’s (JAM) large-cap portfolio will reflect the best growth and value ideas from the “Equity Focus” team in New York. As such, JAM’s new portfolio will be significantly more concentrated. To some extent, this change reflects an extension of the portfolio changes which were made in 2017, encouraging the previous manager to increase concentration in the portfolio, but also to run winners longer. JAM is one of few trusts focused on North America to have outperformed the benc ....
14 May 2019
JPMorgan American - Overview
Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
JPMorgan American - Overview
JPMorgan American Investment Trust Plc (JAM:LON) | 952 -171.3 (-1.9%) | Mkt Cap: 1,742m
- Published:
14 May 2019 -
Author:
William Heathcoat Amory -
Pages:
7
From 31 May, JPM American’s (JAM) large-cap portfolio will reflect the best growth and value ideas from the “Equity Focus” team in New York. As such, JAM’s new portfolio will be significantly more concentrated. To some extent, this change reflects an extension of the portfolio changes which were made in 2017, encouraging the previous manager to increase concentration in the portfolio, but also to run winners longer. JAM is one of few trusts focused on North America to have outperformed the benc ....