Money Makers | Jonathan Simon

Profile: JPMorgan American

17th May 2023

JPMorgan American (ticker: JAM) can trace its origins back to 1881. It was a generalist trust up until 1982 before deciding to concentrate on North American equities. JAM runs a main portfolio of large-cap shares, which has been divided into separate value and growth segments since a strategy refinement in 2019, plus a second portfolio of US small-cap shares that typically varies between 0% and 10% of its assets. Tim Parton, the manager of the growth part of the large-cap portfolio, is retiring in early 2024 and is being replaced by Felise Agranoff. Jonathan Simon looks after the value part of...

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