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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.


Our approach to Growth

Our Growth process is based on fundamental research, risk management and maintaining a true "growth" bias. We offer Growth strategies across all capitalization ranges, including benchmark-aware, concentrated, long/short and tech sector funds.

Our approach to Value

Our Value approach focuses on a bottom-up, fundamentally-driven investment with an aim to buy undervalued cash flow streams. Our investment philosophy is based on the premise that stock selection focused on companies whose cash flow potential is underappreciated by the market can deliver strong returns over time. Value strategies range from benchmark-focused to less-constrained, across mid, large and all-cap.   

Our approach to Core

Our Core investment philosophy is rooted in the belief that a company’s stock price should reflect the present value of its long-term future cash flows. Our approach exploits short-term mis-pricings of securities, by focusing on the “normalized” earnings and long-term growth rate of a company. The Core process has been in place since 1986 and is the foundation of strategies ranging from enhanced index and managed volatility to long-only, 130/30, Market Neutral and REITs.

Our approach to Behavioral Finance

Blending the best of quantitative and qualitative research, our approach to Behavioral Finance utilizes an investment process that seeks to identify and capitalize on market anomalies created by irrational investor behaviour. Our disciplined and dispassionate investment process targets attractive stocks based on Value, Momentum and/or Quality attributes. We build portfolios across all styles – Growth, Value and Core, including Small Cap and 130/30.

years with
J.P. Morgan
years
Experience