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The investment seeks capital appreciation with the secondary goal of achieving current income by investing primarily in equity securities. At least 80% of the Portfolio's assets will be invested in equity securities of mid cap companies. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap Value Index and/or between $1 billion and $20 billion at the time of purchase. In implementing its main strategies, the Portfolio's investments are primarily in common stocks and real estate investment trusts (REITs).
Name | Title | Since | Until |
---|---|---|---|
Lawrence E. Playford | Chief investment officer | 2004 | Now |
Biography | Lawrence Playford is Chief investment officer of the U.S. equity value group since 2016 and portfolio manager of JPMorgan’s U.S. equity value group since 2004. He began his investment career in 1993 and has a BBA from the University of Notre Dame and an MBA from Fordham University. | ||
Jonathan K.L. Simon | Managing Director | 2001 | Now |
Biography | 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. | ||
Gloria H. Fu | Vice President | 2006 | 2019 |
Biography | Gloria Fu, CFA, is the employee of J.P. Morgan Investment Management Inc. since 2002; Managing Director; Member of the U.S. Equity Value Group. |
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