JPMorgan US Value Equity Off-shore Fund - JP Morgan Asset ...

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JPMorgan US Value Equity Off-shore Fund(an open ended fund of funds scheme)17
Investing with J.P. Morgan’s Equity PlatformOur profile: Deeply resourced, research driven, global manager with decades of institutional investment experience• Strong belief and commitment to active management$157 bn in U.S. Equity Assets• Extensive, well-resourced research– Over $150 million annual research budget– Local focus with global inputs from research teamsin Asia and Europe• Investment performance culture– Performance drives compensation– Equity investment teams invest alongside clients in their portfolios• Experience and stability– Investment professionals – average tenure:15 years industry / 10 years JPM• Strategy highlights– America Equity– US Growth– US Value– Research Enhanced IndexNote: Total assets exclude certain Private Bank assets. Core assets include REITs. Growth assets include all Active Mid and Small Cap strategies. AUM as of March 31, 2013.18
Page 1 and 2: JPMorgan US Value Equity Off-shore
Page 3 and 4: Bonds seem to be the favored asset
Page 5 and 6: The stock market shouldn’t be hur
Page 7 and 8: New technology is dramatically incr
Page 9 and 10: Stabilization of the housing market
Page 11 and 12: Despite headwinds: US equity market
Page 13 and 14: We see increasing signs of recovery
Page 15 and 16: US equities look attractive versus
Page 17: Quality never goes out of style!Qua
Page 21 and 22: Overview of the JPMorgan Funds - US
Page 23 and 24: Quality and value drive our investm
Page 25 and 26: What do we find interesting in the
Page 27 and 28: Portfolio characteristics and style
Page 29 and 30: Underlying Fund Performance (JPMorg
Page 31: DisclaimersThis is a promotional do

JPMorgan US Value Equity Off-shore Fund - JP Morgan Asset ...

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