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JPMorgan Funds - US Value Fund C (acc) - EUR(0P00013WS5)

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208.250 +1.650    +0.80%
26/04 - 關閉. EUR 貨幣 ( 免責聲明 )
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):  LU1098399733 
資產類別:  股票
  • 晨星評級:
  • 總資產: 3.15B
JPMorgan Funds - US Value Fund C (acc) - EUR 208.250 +1.650 +0.80%

0P00013WS5綜觀

 
你可在本頁找到深入的JPMorgan Funds - US Value Fund C (acc) - EUR公司檔案,包括0P00013WS5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。
類別

US Large-Cap Value Equity

總資產

3.15B

費用

0.78%

基金成立

2014年8月13日

投資策略

透過主要投資於偏重價值風格之美國公司組合,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於美國從事其大部分經濟活動之公司股票組成的偏重價值風格的投資組合。

聯絡資訊

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

主要管理層

名稱 主旨 成立於 直至
David Silberman Managing Director 2019 now
自傳 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
自傳 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 now
自傳 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
自傳 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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