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Our Approach

Our equity expertise is founded on deep resources across regions and sectors, and a commitment to nurturing the brightest talent. Delivering consistent investment results across a broad range of actively-managed equity strategies is at the heart of everything we do.
 
Outcome-oriented active management
 
Expertise: One of the world’s leading equity managers with local market expertise and deep resources of our globally integrated team of experienced equity investment professionals.
 
Process: The cornerstone of our approach to equity investing is our dedication to global research.  Our extensive expertise in markets around the world, and collaboration across regions and sectors, helps us uncover truly compelling investment opportunities.
 
Results: A broad range of actively-managed equity strategies covering multiple investment styles and geographies designed to help our clients build stronger equity portfolios.
 
Solutions designed to address client needs
 
We believe the best outcomes are a result of combining the finest investment talent with the most comprehensive resources. That’s why our equity solutions fully leverage the breadth of our global expertise, providing comprehensive coverage of markets, regions, sectors and equity styles to meet the needs of today’s institutional investors.


Capabilities


Emerging Markets, Asia Pacific & Japan

Our Emerging Markets, Asia Pacific and Japan strategies seek to deliver long-term growth potential. We offer a range of strategies across the risk/return spectrum – and within specific countries – designed to meet a broad range of investor needs.

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Global Developed

Our Global Equity portfolios aim to deliver long-term returns that exceed their benchmarks through disciplined bottom-up stock selection.

We offer a range of Global Equity strategies across the risk/return spectrum designed to meet a broad range of investor needs, employing three distinct investment approaches – Manager Driven, Research Driven and Behavioral Finance.

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United Kingdom/Europe

Our European & UK Equity portfolios aim to deliver long-term returns that exceed their benchmarks through disciplined bottom-up stock selection.

We offer a range of strategies across the risk/return spectrum designed to meet a broad range of investor needs, employing two distinct, yet complementary, investment approaches – Behavioral Finance and Research Driven.

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United States

Our U.S. Equity portfolios aim to deliver long-term returns that exceed their benchmarks through disciplined bottom-up stock selection.

We offer a range of U.S. Equity strategies across the risk/return spectrum and across four distinct investment styles – Growth, Value, Core and Behavioral – designed to meet a broad range of investor needs.

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years with
J.P. Morgan
years
Experience