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

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US-JPMF-US Value Fund (EC 29.10.2012)A stable and experienced US equity teamPortfolio Management TeamFinanceConsumerJonathan SimonLead-PMExperienceIndustry: 32 yrsFirm: 32 yrsClare HartBack up PMExperienceIndustry: 20 yrsFirm: 14 yrsUrmas WompaRegional BanksExperienceIndustry: 29 yrsFirm: 26 yrsJason KoREITsExperienceIndustry: 11 yrsFirm: 11 yrsKathleen StackConsumer StableExperienceIndustry: 35 yrsFirm: 32 yrsTim GamacheConsumerExperienceIndustry: 8 yrsFirm: 8 yrsJames BrownBasic MaterialsExperienceIndustry: 28 yrsFirm: 25 yrsNishesh KumarEnergyExperienceIndustry: 16 yrsFirm: 15 yrsLeslie RichUtilitiesExperienceIndustry: 20 yrsFirm: 3 yrDavid MaccarroneInfrastructureExperienceIndustry: 18 yrsFirm: 2 yrIndustrialsDavid PasqualeIndustrial CyclicalsExperienceIndustry: 16 yrsFirm: 7 yrsLerone VincentBasic MaterialsExperienceIndustry: 14 yrsFirm: 14 yrsAndrew MillerAutos & TransportExperienceIndustry: 8 yrsFirm: 8 yrsSteven LeeAutos & TransportExperienceIndustry: 19 yrsFirm: 8 yrsSteven WhartonCapital MarketsExperienceIndustry: 17 yrsFirm: 7 yrsDavid SmallInsuranceExperienceIndustry: 12 yrsFirm: 8 yrsHealthcareDr. Scott BraunsteinPharma/ BiotechExperienceIndustry: 22 yrsFirm: 11 yrsLaurence McGrathHealth Svcs/MedtechExperienceIndustry:16 yrsFirm: 2 yrsJulie HoREITsExperienceIndustry: 8 yrsFirm: 8 yrsMatt PerryHealthcareExperienceIndustry: 12 yrsFirm: 2yrsKris EricksonMediaExperienceIndustry:12 yrsFirm:
Quality and value drive our investment philosophyQuality Business Quality Management ValuationWe focus on quality first:• durable business model• consistent earnings• high return on invested capitalManagement is key:• good stewards of capital• long term strategic plan• track record of successValuation is critical:• Price/earnings• Price/book value• Free cashflow yield22
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 and 18: Quality never goes out of style!Qua
Page 19 and 20: Investing with J.P. Morgan’s Equi
Page 21: Overview of the JPMorgan Funds - US
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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