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Jpmorgan Funds - Us Select Equity Plus Fund I (acc) - Usd (0P0000Q2DY)
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671.370
-7.650
-1.13%
20/12 - Closed. Currency in USD
Type:
Fund
Market:
Luxembourg
Issuer:
JPMorgan Asset Management (Europe) S.à r.l.
ISIN:
LU0281485341
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 7.39B
JPMorgan Funds - US Select Equity Plus Fund I acc
671.370
-7.650
-1.13%
- Overview
- Profile
- Historical Data
- Holdings
Jpmorgan Funds - Us Select Equity Plus Fund I (acc) - Usd Overview
On this page you'll find an in-depth profile of Jpmorgan Funds - Us Select Equity Plus Fund I (acc) - Usd. Learn about the key management, total assets, investment strategy and contact information of 0P0000Q2DY among other information.
Investment Strategy
To provide long-term capital growth, through exposure to US companies by direct investment in securities of such companies and through the use of derivatives.
Contact Information
Address
European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Luxembourg, L-2633
Luxembourg
Phone
+352 34 101
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Steven G. Lee | Lead Portfolio Manager | 2017 | Now |
| Biography | Steven G. Lee, Managing Director, is a portfolio manager on the US Disciplined Equity Team and the lead portfolio manager for the Research 130/30 and Disciplined Equity strategies since February 2017. Additionally, he has been the lead portfolio manager for the Research Market Neutral and Research Long/Short strategies since January 2014. Prior to joining the firm in 2004, he was a research analyst covering the global chemicals sector at Sanford Bernstein Investment Research and Management. He previously held positions as a management consultant with Booz-Allen&Hamilton and as an engineer with Ford Motor Company. Steven graduated with a dual degree from the Management and Technology Program at the University of Pennsylvania with a B.S. in economics from the Wharton School of Business, majoring in finance, and a B.S. in engineering from the School of Engineering and Applied Science, majoring in economics. He also holds an M.S. in mechanical engineering from the Massachusetts Institute of Technology and an M.B.A. in finance from the University of Michigan. | ||
| Susan Bao | Managing Director | 2007 | Now |
| Biography | Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation. | ||
| Thomas Luddy | Managing Director | 2007 | 2017 |
| Biography | Thomas Luddy, managing director, is a portfolio manager in the U.S. Equity Group with responsibility for the Large Cap Core and Large Cap Core Plus 130/30 strategies. An employee since 1976, Tom has held numerous key positions in the firm, including global head of equity, head of equity research and chief investment officer. He began his career as an equity research analyst, and became a portfolio manager in 1982. Tom holds a B.S. in economics and mathematics from St. Peter's College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
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