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19.950
+0.040
+0.20%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.06B
JNL/Franklin Templeton Mutual Shares Fund Class A
19.950
+0.040
+0.20%
- Overview
- Profile
- Historical Data
- Holdings
Jnl/jpmorgan U.s. Value Fund Class A Overview
On this page you'll find an in-depth profile of Jnl/jpmorgan U.s. Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P00006BYE among other information.
Investment Strategy
The investment seeks capital growth over the long-term. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in common stocks. The Sub-Adviser applies an active equity management style focused on identifying attractively valued securities given their growth potential over a long-term time horizon. The fund may sell a security for several reasons, including a change in the company’s fundamentals or if the Sub-Adviser believes the security is no longer attractively valued.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Andrew Brandon | - | 2020 | Now |
| Biography | 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." | ||
| David Silberman | Managing Director | 2020 | Now |
| Biography | 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. | ||
| Clare A. Hart | Portfolio Manager | 2020 | 2024 |
| Biography | 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. | ||
| Deborah A. Turner | Portfolio Manager | 2007 | 2020 |
| Biography | Ms. Turner is an assistant portfolio manager since 2001. She joined Franklin Templeton in 1996. Between 1993 and 1996, she was employed at Heine Securities Corporation. | ||
| Peter A. Langerman | Chairman | 2007 | 2020 |
| Biography | Langerman is Chairman, President, and Chief Executive Officer of Franklin Mutual. He rejoined Franklin Templeton Investments in 2005 and became Lead Portfolio Manager of the Mutual Shares Fund and Mutual Discovery Fund (2009). Langerman originally joined Franklin Templeton in 1996 and left in 2002 to serve as Director of New Jersey's Division of Investment, until 2004. Previously, he served as a Research Analyst with Heine Securities Corporation between 1986 and 1996. | ||
| F. David Segal | Analyst | 2007 | 2020 |
| Biography | David Segal is an analyst for Franklin Mutual Advisers, specializing in the analysis of the oil and gas, paper and forest products, and defense sectors. Prior to joining Mutual Advisers in 2002, Mr. Segal was an associate director in the structured finance group at MetLife. He has over 12 years of experience in the financial services industry. Mr. Segal received a Bachelor of Arts degree from the University of Michigan and an MBA from New York University's Stern School of Business. He has a CFA designation, and is a member of the CFA Institute and the New York Society of Security Analysts. | ||
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