1. Uncover opportunities beyond the largest index names

A bottom-up stock selection approach to help uncover lesser-known, higher-quality names that could present opportunities for robust long-term returns.

2. Blending high-conviction value and growth ideas for a more balanced portfolio

The JPMorgan Funds – America Equity Fund seeks out durable franchises with consistent cash flows (value) or underappreciated growth (growth), blending our portfolio managers’ high conviction ideas from both value and growth investment styles into one core solution. 

3. A history of robust performance against the S&P 500

This active investment approach has helped the Fund navigate different market cycles and outperform the S&P 500 benchmark over various time horizons.

Provided for information only to illustrate macro trends and team’s general process, not to be construed as offer, research or investment advice and does not taking into account any specific investor’s objectives.