A barbell approach to income investing helped to defend JPMorgan Claverhouse from the pounding dividend stocks received last year and has allowed it to participate in the rotation to value this year. ...
Most Popular
Barbell approach to income pays dividends for ClaverhouseA barbell approach to income investing helped to defend JPMorgan Claverhouse from th...
New kid on the block with experience at the helm – JPM UK Equity Income FundThe JPM UK Equity Income fund adopts an unconstrained approach to income investing, seeking companies across the market...
Why digitalisation mattersDo digital leaders outperform digital laggards? Corporate management teams and investors have considered the value of d...
Jennifer Hill
Articles from this author
The power of engagement
JP Morgan Asset Management’s investment stewardship specialists undertook 500 engagement discussions with 402 portfolio companies globally last year. Engagement with 96 of these companies focused on at least two ESG factors. The team...
Good influence
As environmental, social and governance (ESG) factors become more ingrained in the investment landscape, managers with deep in-house resources like JP Morgan stand to make a big difference to...
J. P. Morgan managers capitalise on smaller company activity
A pick-up in share placings, IPO activity and beaten-up companies moving down the market capitalisation scale has the managers of JPMorgan UK Smaller Companies spoilt for choice. Georgina Brittain and Katen Patel have invested selectively with a focus on capturing the...
Domestic smaller companies poised to lead UK recovery
A host of UK smaller companies have reported results ahead of analysts’ expectations in what JPMorgan fund manager Katen Patel deems to be the start of a strong re-rating for domestic earners. ‘The Covid-19 crisis hit UK company earnings hard last year – mid and small...
‘It’s coming home’ for UK equities: Claverhouse buys cyclicals
JPMorgan Claverhouse has been repositioned twice in the past year – at the height of the coronavirus crisis towards resilient companies and six months later towards more cyclical businesses. ‘It’s been a year like no other,’ said Will Meadon, who runs the UK equity...
Profiting from the dirty dozen
JPM UK Equity Plus differentiates itself from its peer group through the ability to short. Fund manager Callum Abbot said “We use shorting as a way to get meaningful underweights in a market with a structure that restricts long only managers from doing so.” A dozen...
Adding alpha through shorting
In a year when the UK stock market slid 9.8%, the JPM UK Equity Plus long/short fund lost just 8.5% and has added nearly 2% of outperformance per annum since inception. The fund follows the same strategy as many other JPMorgan UK equity funds in looking for stocks...
Bombed out Britain presents buying opportunity
The continuation of Brexit trade talks is seen as a positive for JPMorgan UK equities fund manager James Illsley. ‘There must have been some ground given for talks to continue. We always knew there would be a lot of posturing and it would go to the wire,’ he said,...
Long-term spoils of mid-cap rollercoaster
It has been a rollercoaster ride for investors in UK equities – the most unloved stock market in the world – and especially so for fund managers like JPMorgan’s Georgina Brittain whose universe has a domestic focus. For her, a net 35% of global asset allocators being...