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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 - 闭盘. USD 货币
类型:  基金
市场:  卢森堡
发行商:  JPMorgan Asset Management (Europe) S.à r.l.
ISIN:  LU0281485341 
资产类别:  股票
  • 晨星评级:
  • 总资产: 7.39B
JPMorgan Funds - US Select Equity Plus Fund I acc 671.370 -7.650 -1.13%

0P0000Q2DY概述

 
本页面提供JPMorgan Funds - US Select Equity Plus Fund I (acc) - USD的详细介绍,帮助您了解0P0000Q2DY的高管、总资产、投资策略和联系方式等信息。
种类

美國大型均衡型股票

总资产

7.39B

费用

0.80%

开始日期

2010年10月6日

联络信息

地址 European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
电话 +352 34 101

高管

名称 标题 任期
Steven G. Lee Lead Portfolio Manager 2017 now
背景介紹 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
背景介紹 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
背景介紹 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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