摩根基金-JPM美國價值(美元)-A股(累計)

基本資料

投資策略

透過主要投資於偏重價值風格之美國企業組合，以期提供長期資本增值。

基金經理人

• Silberman David
• 資歷 2年(2019-11-04 至今)

• Dave Silberman, managing director, is a portfolio manager on the JPMorgan Equity Income and the JPMorgan Growth & Income Funds within the U.S. Equity Group. An employee since 1989, David assumed his current role in 2019. Prior to his current role, David was the Head of the Equity Investment Director and Corporate Governance teams globally and the lead U.S. Equity Investment Director since 2008. Previously, he was a portfolio manager in the U.S. Equity Group where he managed equity portfolios for private clients, endowments and foundations. He has also worked in the Emerging Markets Derivatives Group and attended the J.P. Morgan training program. David holds a B.A. in economics and political science from the State University of New York at Binghamton and an M.B.A. from the Stern School of Business at New York University.

• Brandon Andrew
• 資歷 3年(2019-05-29 至今)

• Silvia Trillo, managing director, is a portfolio manager on the SmartRetirement and SmartSpending portfolios in Multi-Asset Solutions. She was previously the head of the Multi-Asset Solutions Manager Research team. In this role she managed the team, drove the research agenda and focused research and 
  analysis efforts on a wide variety of strategies across J.P. Morgan Asset Management. Prior to joining Multi-Asset Solutions in 2011, Silvia was a Director of Manager Research for Chase Investment Services, where she oversaw the manager due diligence process across all advisory Chase Investment products, as well as the integrated post-merger, legacy Bank One, and Washington Mutual advisory platforms. Silvia also served as portfolio manager for the Chase Strategic Portfolios; a multi-asset/multi-manager Unified 
  Managed Account platform; and has experience working within the Private Bank across product management, product development and manager due diligence. Silvia holds a Bachelor of Arts in Political Science from Rutgers University and an MBA (Finance & Accounting concentration) from Tulane University.

• Hart Clare
• 資歷 9年(2012-09-01 至今)

• Clare Hart, managing director, is a portfolio manager in JPMorgan’s U.S. Equity Group. An employee since 1999, Clare is the lead portfolio manager of the JPMorgan Equity Income Strategy and the JPMorgan Growth & Income Strategy. Prior to joining the team, Clare was with Salomon Smith Barney’s equity research division as a research associate covering Real Estate Investment Trusts. Ms. Hart began her career at Arthur Andersen, working as a public accountant.

基金費用

聯絡資訊