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492.240
+0.850
+0.17%
27/12 - 闭盘. GBP 货币
类型:
基金
市场:
卢森堡
发行商:
JPMorgan Asset Management (Europe) S.à r.l.
ISIN:
LU0973529091
资产类别:
股票
- 晨星评级:
- 总资产: 4.13B
JPMorgan Funds - US Growth Fund I dist - GBP
492.240
+0.850
+0.17%
0P0000ZR4I概述
本页面提供摩根基金 摩根基金 - 美国企业成长基金I (dist) - GBP的详细介绍，帮助您了解0P0000ZR4I的高管、总资产、投资策略和联系方式等信息。
投资策略
透过主要投资于偏重增长风格之美国企业，以期提供长期资本增值。资产至少67%投资于在美国注册成立或在美国从事其大部分经济活动之公司之股票所组成偏重增长风格的投资组合。子基金可将净资产最多20%投资于辅助流动资产及将资产最多20%投资于信贷机构存款、金融市场票据及货币市场基金，以管理现金认购及赎回以及经常性及特殊付款。如就应对极端不利市况而言属合理，子基金可暂时将其净资产最多100%投资于辅助流动资产作防守目的。
联络信息
地址
European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Luxembourg, L-2633
Luxembourg
电话
+352 34 101
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Holly Morris | - | 2024 | now |
| 背景介紹 | Ms. Fleiss is a Managing Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. She has been with the firm since 2012. | ||
| Larry H. Lee | Managing Director | 2024 | now |
| 背景介紹 | Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago. | ||
| Robert Maloney | - | 2024 | now |
| 背景介紹 | Robert Maloney, executive director, is a research analyst within the U.S. Equity Group. An employee since 2013, Robert is responsible for the industrials and energy sectors for the J.P. Morgan Large Cap Growth Strategy. Prior to joining the firm, Robert spent ten years as a sell side analyst at Morgan Stanley and Credit Suisse. At Morgan Stanley Robert served as the lead associate on their Large Cap Industrials team and later as the senior analyst covering Small/Mid Cap Industrials. Robert also worked as the industrials trading desk analyst at Morgan Stanley and Credit Suisse covering a broad-range of industrial verticals. Prior to that Robert worked as a consultant to the US Department of Defense and the United Nations. Robert holds a B.A. in International Politics from the Georgetown University School of Foreign Service. He is a member of the CFA Institute and a CFA charterholder. | ||
| Joseph Wilson | Portfolio Manager | 2017 | now |
| 背景介紹 | Joseph Wilson, executive director, is a research analyst and portfolio manager within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios.He is also a co-portfolio manager on the J.P. Morgan U.S. Technology Strategy. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, wherehe covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business. | ||
| Giri K Devulapally | Managing Director | 2010 | now |
| 背景介紹 | Mr. Devulapally is a Managing Director at J.P. MORGAN INVESTMENT MANAGEMENT INC and a portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2003. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Giri received a B.S. in electrical engineering from the University of Illinois and an M.B.A. with a concentration in finance from the University of Chicago. He is a CFA charterholder. | ||
| Gregory B. Luttrell | Vice President | 2014 | 2017 |
| 背景介紹 | Gregory B. Luttrell, managing director, is a portfolio manager in the U.S. Equity group responsible for managing the Concentrated Large Cap Growth strategy, Equity Focus strategy and Technology strategy. Prior to joining the firm in 2007, Greg worked as a portfolio manager at TIAA-CREF where he ran a $12 billion large cap growth fund. Prior to that, he had started and ran TIAA-CREF’s mid cap growth fund. Greg also has had previous experience as an analyst covering the healthcare, financial services and technology sectors. He holds a B.S. in finance from Indiana University and an M.B.A. in finance and international business from New York University. He is a member of both the New York Society of Security Analysts and The CFA Institute and is a CFA charterholder. | ||
| Chris Jones | Portfolio Manager | 2012 | 2014 |
| 背景介紹 | Jones is a member of the New York Management and Research. In 1993 he appointed Chief Investment Officer of US Small Cap Team. In 1990, he assumed responsibility for Flemings' small cap strategy. In 1988, he was appointed as the manager of the micro cap Fleming US Discovery Fund and the Fleming US Discovery Fund II. In 1986, he seconded to New York where he joined the small cap team as an investment analyst.He joined Flemings in US at 1982 as Fund Manager for Global Portfolio Management Group. | ||
| Jason Alonzo | Portfolio Manager | 2000 | 2011 |
| 背景介紹 | 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. | ||
| Michael S. Rosen | President | 2000 | 2011 |
| 背景介紹 | Rosen is president of the Rochester division of OppenheimerFunds. He had served as president of Rochester Fund Distributors from 1990 to 1995. For the prior seven years, he was a vice president and portfolio manager with Fielding Management Company. He also worked as a project consultant for the market-intelligence division of Eastman Kodak and for the information-systems organization of New York Telephone. Rosen is a Chartered Financial Analyst Mr. Michael Rosen is a Co-Founder and serves as Co-Chairman, Chief Executive Officer and Chief Compliance Officer. He received a B.A. degree in Economics and an M.B.A. in Finance and Marketing from the University of Rochester in 1981 and 1983, respectively. | ||
| Christopher T. Blum | CIO (Chief Investment Officer) | 2000 | 2011 |
| 背景介紹 | 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. | ||
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