Jennifer Hill

Articles from this author

The power of engagement

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

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...

Profiting from the dirty dozen

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

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...

Adding alpha through shorting

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

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...