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492.240
+0.850
+0.17%
27/12 - 關閉. GBP 貨幣
種類:
基金
市場:
盧森堡
發行者:
JPMorgan Asset Management (Europe) S.à r.l.
國際證券識別碼(ISIN):
LU0973529091
資產類別:
股票
- 晨星評級:
- 總資產: 4.13B
JPMorgan Funds - US Growth Fund I dist - GBP
492.240
+0.850
+0.17%
0P0000ZR4I綜觀
你可在本頁找到深入的摩根基金 摩根基金 - 美國企業成長基金 I (dist) - GBP公司檔案，包括0P0000ZR4I的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
投資策略
透過主要投資於偏重增長風格之美國企業，以期提供長期資本增值。資產至少67%投資於在美國註冊成立或在美國從事其大部分經濟活動之公司之股票所組成偏重增長風格的投資組合。子基金可將淨資產最多20%投資於輔助流動資產及將資產最多20%投資於信貸機構存款、金融市場票據及貨幣市場基金，以管理現金認購及贖回以及經常性及特殊付款。如就應對極端不利市況而言屬合理，子基金可暫時將其淨資產最多100%投資於輔助流動資產作防守目的。
聯絡資訊
地址
European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Luxembourg, L-2633
Luxembourg
電話
+352 34 101
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Holly Morris | - | 2024 | now |
| 自傳 | Ms. Fleiss is a Managing Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. She has been with the firm since 2012. | ||
| Larry H. Lee | Managing Director | 2024 | now |
| 自傳 | Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago. | ||
| Robert Maloney | - | 2024 | now |
| 自傳 | Robert Maloney, executive director, is a research analyst within the U.S. Equity Group. An employee since 2013, Robert is responsible for the industrials and energy sectors for the J.P. Morgan Large Cap Growth Strategy. Prior to joining the firm, Robert spent ten years as a sell side analyst at Morgan Stanley and Credit Suisse. At Morgan Stanley Robert served as the lead associate on their Large Cap Industrials team and later as the senior analyst covering Small/Mid Cap Industrials. Robert also worked as the industrials trading desk analyst at Morgan Stanley and Credit Suisse covering a broad-range of industrial verticals. Prior to that Robert worked as a consultant to the US Department of Defense and the United Nations. Robert holds a B.A. in International Politics from the Georgetown University School of Foreign Service. He is a member of the CFA Institute and a CFA charterholder. | ||
| Joseph Wilson | Portfolio Manager | 2017 | now |
| 自傳 | Joseph Wilson, executive director, is a research analyst and portfolio manager within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios.He is also a co-portfolio manager on the J.P. Morgan U.S. Technology Strategy. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, wherehe covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business. | ||
| Giri K Devulapally | Managing Director | 2010 | now |
| 自傳 | Mr. Devulapally is a Managing Director at J.P. MORGAN INVESTMENT MANAGEMENT INC and a portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2003. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Giri received a B.S. in electrical engineering from the University of Illinois and an M.B.A. with a concentration in finance from the University of Chicago. He is a CFA charterholder. | ||
| Gregory B. Luttrell | Vice President | 2014 | 2017 |
| 自傳 | Gregory B. Luttrell, managing director, is a portfolio manager in the U.S. Equity group responsible for managing the Concentrated Large Cap Growth strategy, Equity Focus strategy and Technology strategy. Prior to joining the firm in 2007, Greg worked as a portfolio manager at TIAA-CREF where he ran a $12 billion large cap growth fund. Prior to that, he had started and ran TIAA-CREF’s mid cap growth fund. Greg also has had previous experience as an analyst covering the healthcare, financial services and technology sectors. He holds a B.S. in finance from Indiana University and an M.B.A. in finance and international business from New York University. He is a member of both the New York Society of Security Analysts and The CFA Institute and is a CFA charterholder. | ||
| Chris Jones | Portfolio Manager | 2012 | 2014 |
| 自傳 | Jones is a member of the New York Management and Research. In 1993 he appointed Chief Investment Officer of US Small Cap Team. In 1990, he assumed responsibility for Flemings' small cap strategy. In 1988, he was appointed as the manager of the micro cap Fleming US Discovery Fund and the Fleming US Discovery Fund II. In 1986, he seconded to New York where he joined the small cap team as an investment analyst.He joined Flemings in US at 1982 as Fund Manager for Global Portfolio Management Group. | ||
| Jason Alonzo | Portfolio Manager | 2000 | 2011 |
| 自傳 | Mr. Alonzo joined Harbor Capital in 2023 as a Portfolio Manager. Prior to joining Harbor Capital, Mr. Alonzo was a Managing Director, Portfolio Manager at JP Morgan Asset Management. Mr. Alonzo began his investment career in 2000. | ||
| Michael S. Rosen | President | 2000 | 2011 |
| 自傳 | Rosen is president of the Rochester division of OppenheimerFunds. He had served as president of Rochester Fund Distributors from 1990 to 1995. For the prior seven years, he was a vice president and portfolio manager with Fielding Management Company. He also worked as a project consultant for the market-intelligence division of Eastman Kodak and for the information-systems organization of New York Telephone. Rosen is a Chartered Financial Analyst Mr. Michael Rosen is a Co-Founder and serves as Co-Chairman, Chief Executive Officer and Chief Compliance Officer. He received a B.A. degree in Economics and an M.B.A. in Finance and Marketing from the University of Rochester in 1981 and 1983, respectively. | ||
| Christopher T. Blum | CIO (Chief Investment Officer) | 2000 | 2011 |
| 自傳 | Christopher T. Blum, managing director, is the CIO of the U.S. Behavioral Finance Group responsible for the Intrepid and Behavioral Small Cap strategies. He rejoined the firm in 2001, as a portfolio manager and headed the U.S. Behavioral Finance Small Cap Equity Group. Before that, Chris spent two years as a research analyst responsible for the valuation and acquisition of private equity assets at Pomona Capital. Prior to that, he spent over three years in the U.S. Structured Equity Group at J.P. Morgan where he focused on structured small-cap core and small-cap value accounts. Christopher earned his B.B.A. in finance at the Bernard M. Baruch School for Business and is a CFA charterholder. | ||
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