Katen Patel

Katen Patel, Executive Director, is a portfolio manager for small and mid cap strategies within the J.P. Morgan Asset Management International Equity Group – Behavioural Finance Team. He is the co-manager of the JPM UK Smaller Companies Fund, the JPM UK Equity Income Fund, the JPMorgan Smaller Companies Investment Trust and the JPMorgan Mid Cap Investment Trust. An employee since April 2013, he previously worked at HSBC Bank Plc in a European equity sales role. He obtained a B.Sc. in Management from the London School of Economics. Katen is a CFA charterholder.

Articles from this author

New kid on the block with experience at the helm – JPM UK Equity Income Fund

Size matters

Despite the euphoria around the Brexit deal at the end of 2020 and start of the vaccine rollout, the renewed lockdowns in the UK, new virus strains and the astonishing Gamestop/Reddit saga has led the market to become rather directionless in recent weeks with share...

New kid on the block with experience at the helm – JPM UK Equity Income Fund

To Pay or not to Pay?

As the UK endures yet another period of lockdown, we exit 2020 having witnessed a last minute Brexit deal, the start of a vaccination programme, and a strong period of reporting for UK listed companies. Analysts were quick to cut their forecasts sharply at the start...

The Dividend Dilemma

The Dividend Dilemma

What extraordinary times we are living in! Away from the heroes on the front line who are bravely battling this pandemic, fund managers around the world are spending their time trying to absorb and analyse the data, trying to second guess what the next stage of the...