JPM US Small Cap Growth C Acc

Citicode
GPUU
Launch Date
22-10-2012
Fund Size
£125,196,632
Yield
0.00%
Ongoing Charge
0.77%
Fund Managers
Eytan Shapiro
Matthew Cohen
Michael Stein
Phillip Hart
Benchmark: IA North American Smaller Companies
Investment
JPM US Small Cap Growth C Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

To provide capital growth over the long-term (5- 10 years) by investing at least 80% of the Fund’s assets in a growth style biased portfolio of small capitalisation US companies.

Top 10 Holdings

Asset Class

Fund Manager

Eytan Shapiro

Start Date

30-11-1994

Bio

Eytan M. Shapiro, managing director, is the CIO of the Growth and Small Cap U.S. Equity Team & portfolio manager in the U.S. Equity Group. An employee since 1985, he is responsible for managing the U.S. small cap growth strategy, which includes the JPMorgan Small Cap Growth Fund, JPMorgan Dynamic Small Cap Growth Fund, and the JPM US Small Cap Growth Fund. Prior to joining the small cap team in 1992, Eytan worked as a portfolio manager in the firm's Hong Kong office. He had previously been an investment analyst at Philips & Drew in London. Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.

Fund Manager

Matthew Cohen

Start Date

01-06-2022

Bio

Matthew G. Cohen, managing director, is a research analyst and portfolio manager in the U.S. Equity Group. An employee since 2005, Matthew is responsible for research analysis and stock selection of healthcare stocks for the JPMorgan Small Cap Growth and Mid Cap Growth funds. Additionally, he serves as a co-portfolio manager on the JPMorgan Small Cap Growth Fund and a portfolio manager on the Global Healthcare Fund. Before joining the firm, Matthew was a senior healthcare analyst at Medici Healthcare and a senior analyst covering medical products at Narragansett Asset Management, a New York-based healthcare hedge fund. Prior to that, Dr. Cohen was a resident surgeon in the Department of General Surgery at the North Shore University Hospital – NYU School of Medicine. Matthew holds an M.B.A. from New York University’s Stern School of Business and an M.D. from McGill University in Montreal.

Fund Manager

Michael Stein

Start Date

01-11-2023

Bio

Michael Stein is member of the Real Estate Strategy and Portfolio Solutions group. He is responsible for quantitative methods of portfolio management as well as for econometric and statistical modeling of real estate and financial markets. Before joining Credit Suisse in 2007, he worked in academia. Michael Stein holds a Diploma in Economics from Albert-Ludwigs-University and writes his PhD thesis entitled Statistical Methods of Strategic Portfolio Management for Funds of Funds at Technical University of Karlsruhe, co-supervised by Professor Frank Fabozzi of Yale University.

Fund Manager

Phillip Hart

Start Date

01-11-2023

Bio

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Data source:

All financial data is supplied by FE

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