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81.540
-0.400
-0.49%
20/02 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 50.13M
JPMorgan Intrepid Growth Fund Class R2
81.540
-0.400
-0.49%
- Overview
- Profile
- Historical Data
- Holdings
Jpmorgan U.s. Garp Equity Fund Class R2 Overview
On this page you'll find an in-depth profile of Jpmorgan U.s. Garp Equity Fund Class R2. Learn about the key management, total assets, investment strategy and contact information of JIGZX among other information.
Investment Strategy
The investment seeks to provide long-term capital growth. Under normal circumstances, the fund invests at least 80% of its assets in equity investments of large and mid capitalization companies located in the U.S. "Assets" means net assets, plus the amount of borrowings for investment purposes. It invests primarily in a broad portfolio of equity securities that the adviser believes are high quality growth companies that have strong fundamentals and are trading at what the adviser determines to be attractive valuations. The fund is non-diversified.
Contact Information
Address
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Phone
1-800-480-4111
Fax
+1 646 534 2254
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ellen Sun | Portfolio Manager | 2023 | Now |
| Lei (Grace) Liu | Portfolio Manager | 2023 | Now |
| Wonseok Choi | Managing Director | 2019 | Now |
| Biography | Wonseok Choi, Managing Director and head of the team since 2006, is responsible for Strategic Quantitative Research. | ||
| Andrew Stern | Executive Director | 2019 | Now |
| Biography | Mr. Stern, an Executive Director and a CFA charterholder, is a research analyst and portfolio manager on the U.S. Structured Equity Team. Mr. Stern is a generalist analyst whose coverage spans various industries including financial and healthcare. An employee since 2008, Mr. Stern has been a research analyst since 2011 | ||
| Jonathan L. Tse | Executive Director | 2019 | 2023 |
| Biography | Mr. Tse is a Executive Director of J.P. Morgan Investment Management and a CFA charterholder. He has been an employee of J.P. Morgan Investment Management since 2004. | ||
| Jason Alonzo | Portfolio Manager | 2005 | 2021 |
| Biography | 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. | ||
| Dennis S. Ruhl | CIO (Chief Investment Officer) | 2012 | 2019 |
| Biography | Mr. Ruhl, managing director, is the Chief Investment Officer of the U.S. Behavioral Finance Small Cap Equity Group. He joined JPMorgan in 1999. He holds dual bachelor’s degrees in mathematics and computer science and a master’s degree in computer science, all from MIT. | ||
| Pavel R. Vaynshtok | Director | 2012 | 2019 |
| Biography | Pavel Vaynshtok is a Managing Director and Senior Portfolio Manager of the U.S. Behavioral Finance Equity group. Previously Pavel was a portfolio manager and the head of quantitative research at ING Investment Management. From 1999 to 2002, Pavel was a portfolio manager and a quantitative research analyst in J.P. Morgan’s U.S. Behavioral Finance Small Cap Equity group. Pavel earned his MBA in Finance from the University of Michigan Business School and a BS in Operations Research and Economics from the Columbia University School of Engineering and Applied Science. Pavel is a CFA charterholder. | ||
| Christopher T. Blum | CIO (Chief Investment Officer) | 2008 | 2012 |
| Biography | 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. | ||
| Robert O. Weller | Vice President | 2004 | 2010 |
| Biography | Robert O. Weller, CFA®, Executive Director, joined Sterling Capital Management in 2012 and has investment experience since 1996. Rob is an equity portfolio manager and co-head of the Factor Investing/Behavioral Finance team. Prior to joining Sterling, he was one of the founding members of the U.S. based Large Cap, Mid Cap and Multi Cap Behavioral Finance strategies in 2003 at J.P. Morgan Investment Management. He was responsible for the initial research on and implementation of the strategies. His day-to-day duties included portfolio management as well as ongoing behavioral, quantitative and qualitative research. During his tenure, the funds were listed multiple times in the Wall Street Journal as "Category Kings" for top-ranked performance and were all top quintile performers relative to their peer groups since inception. He helped grow an initial $4 million in seed capital to over $21 billion in assets under management. Rob joined J.P. Morgan in 1997. He left Investment Management in 2010 to return to the private bank to manage multi-asset class portfolios and subsequently head equities globally for the private bank's discretionary platform. He started his career at Legg Mason Wood Walker in 1996. Rob received his B.B.A. in Finance from Loyola University Maryland. He is a CFA® charterholder. | ||
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