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
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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