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Eq/jpmorgan Value Opportunities Portfolio Class K (0P0000TM3O)
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23.226
+0.210
+0.89%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 320.52M
EQ/JPMorgan Value Opportunities Portfolio Class K
23.226
+0.210
+0.89%
- Overview
- Profile
- Historical Data
- Holdings
Eq/jpmorgan Value Opportunities Portfolio Class K Overview
On this page you'll find an in-depth profile of Eq/jpmorgan Value Opportunities Portfolio Class K. Learn about the key management, total assets, investment strategy and contact information of 0P0000TM3O among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of mid- and large-capitalization companies. Issuers with market capitalization between $2 billion and $5 billion are considered mid-capitalization while those above $5 billion are considered large-capitalization. The Sub-Adviser employs a value-oriented investment approach that seeks to identify attractive companies through fundamental research and discounted cash flow analysis. It may invest up to 10% of its net assets in foreign securities.
Contact Information
Address
1290 Avenue of the Americas
New York,NY 10104
United States
New York,NY 10104
United States
Phone
877-222-2144
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Scott Blasdell | Managing Director | 2013 | Now |
| Biography | Scott Blasdell, managing director, is a portfolio manager in the U.S. Equity Group responsible for Large Cap Value portfolios. An employee since 1999, Scott started as a research analyst covering REITs then in 2001 became portfolio manager of JPMorgan’s REIT strategies. In 2008, Scott moved to the U.S. Disciplined Equity Team to manage large cap core and value strategies. Prior to JPMorgan, Scott worked as a research analyst at Merrill Lynch Asset Management and Wellington Management. Scott earned a B.A. in economics from Williams College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
| Kenneth T. Kozlowski | Executive Vice President | 2011 | Now |
| Biography | Kenneth T. Kozlowski, CFP, CLU, ChFC, is the lead portfolio manager and Chief Investment Officer for EIMG LLC. Mr. Kozlowski is a Managing Director of Equitable Life Insurance Company (“Equitable”) and has served as Executive Vice President and Chief Investment Officer of EIMG LLC since June 2012. He has had primary responsibility for the asset allocation, fund selection and rebalancing of Equitable’s funds-of-funds since 2003. | ||
| Alwi Chan | Portfolio Manager | 2009 | Now |
| Biography | Alwi Chan, CFA is a Vice President of the Trusts and member of each Trust’s Valuation Committee. He has served as a Lead Director of AXA Equitable and Senior Vice President and Deputy Chief Investment Officer of FMG LLC since June 2012. Mr. Chan assists in portfolio analysis, rebalancing and fund selection. Mr. Chan earned a Bachelor’s degree in Economics from Trisakti University (Indonesia) and an MBA from Tulane University. Mr. Chan holds the Chartered Financial Analyst (CFA) designation. | ||
| Aryeh Glatter | Portfolio Manager | 2012 | 2015 |
| Biography | Aryeh Glatter, executive director, is a portfolio manager of the Disciplined Equity and Research 130/30 strategies. An employee since 2011, Aryeh previously managed the Large Cap Value portfolios within the U.S. Equity Group. Prior to joining the firm, Aryeh was a portfolio manager at Alliance Bernstein, where he managed large cap equities from 2000 to 2009. Aryeh began his career at Alliance Capital as an equity analyst in 1992 covering a broad range of industries. He holds a B.S. from Brooklyn College and an M.B.A. from New York University. | ||
| Xavier Poutas | Portfolio Manager | 2011 | 2014 |
| Biography | Xavier Poutas, CFA has been a Lead Director of Equitable since October 2018 and a co-portfolio manager of EIM LLC since May 2011. Mr. Poutas assists in portfolio analysis, rebalancing and portfolio performance evaluation with respect to the Fund-of-Funds Portfolios and ETF Sleeves. Mr. Poutas received his MS in Accounting and Finance from the University of Nantes (France) in 2000 and his B.B.A. in Accounting and Finance in 1999 from Ecole Superieure des Sciences Commerciales d'Angers (France). Mr. Poutas holds the Chartered Financial Analyst (CFA) designation. | ||
| Alan Gutmann | Portfolio Manager | 2004 | 2012 |
| Biography | Alan Gutmann, executive director, is a portfolio manager in the Large Cap Value Team within the U.S. Equity Group. Before joining the firm in 2003, Alan was a research analyst and portfolio manager at Oppenheimer Capital, First Manhattan and Neuberger Berman. Alan began his financial career as an analyst in the Merger & Acquisition Group of Citigroup Capital Markets, formerly known as Salomon Brothers. He received a B.S. in economics from the Wharton School of the University of Pennsylvania. | ||
| Kelly Miller | Portfolio Manager | 2009 | 2011 |
| Biography | Miller has been a portfolio manager on the Large Cap Value team since 2005. She has been an employee of the firm since 2002 and has previously worked as an analyst with the U.S. equity team from 2003 to 2005 and as an analyst with the U.S. equity client portfolio management team from 2002 to 2003. Miller holds a Chartered Financial Analyst designation. | ||
| Bradford L. Frishberg | Portfolio Manager | 2004 | 2008 |
| Biography | Brad is Head of Global Listed Infrastructure and is the lead Portfolio Manager for Macquarie’s Global Listed Infrastructure strategies, a role he assumed in December 2009. Prior to joining the firm, Brad was Managing Director and US Equity Portfolio Manager at J.P. Morgan Asset Management where he was responsible for managing portfolios and businesses in London, Tokyo, and New York for more than a decade. He earned a Bachelor of Arts from Brown University and a Master of Arts from Trinity College. Brad holds the Chartered Financial Analyst® designation. | ||
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