US equity
As part of J.P. Morgan, we have an exceptional on-the-ground presence and reputation in the US. We maintain an extensive team of UK equity professionals with a strong emphasis on in-house analysis.
We also dedicate separate specialist teams to US large-cap and small/micro-cap investment – taking the view that the two areas require a very different focus.
Key strategies
US Research Enhanced Index 250
a sector-neutral strategy that aims to achieve consistent excess returns against the S&P 500 Index, while remaining sector-neutral and retaining risk characteristics similar to the index. This strategy uses our Research driven process.
US Dynamic*
a high alpha portfolio of the strongest growth and value US stocks identified by our Behavioural finance process.
*SICAV structure
Key to symbols
| Risk | ||||
|---|---|---|---|---|
| Process | Low | Med | High | |
| Behavioural finance |  |  |  | |
| Research driven |  |  |  | |
| Manager driven |  |  |  | |
Commentary & Analysis
J.P. Morgan Market Views
Keep up to date with the views and analysis on events across world financial markets.