JPMorgan American (JAM) offers investors a core exposure to US equities. In June 2019 it adopted a new approach, blending two dedicated valueand growth-based allocations. This is achieved through two experienced investment managers, Jonathan Simon (value) and Timothy Parton (growth), with each manager given up to 20 positions and up to 60% of the trust’s assets at any one time. The two come together to create a wholly bottom-up portfolio which balances both styles, never taking a substantial ove ....
30 Mar 2021
JPMorgan American - Overview
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JPMorgan American - Overview
JPMorgan American Investment Trust Plc (JAM:LON) | 966 48.3 0.5% | Mkt Cap: 1,767m
- Published:
30 Mar 2021 -
Author:
David Johnson -
Pages:
8
JPMorgan American (JAM) offers investors a core exposure to US equities. In June 2019 it adopted a new approach, blending two dedicated valueand growth-based allocations. This is achieved through two experienced investment managers, Jonathan Simon (value) and Timothy Parton (growth), with each manager given up to 20 positions and up to 60% of the trust’s assets at any one time. The two come together to create a wholly bottom-up portfolio which balances both styles, never taking a substantial ove ....