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130/30 Equity Investing

Longing for more alpha from your equity allocation?

Tom Luddy, Portfolio Manager   Susan Bao, Portfolio Manager

130/30 strategies have piqued investor interest because they aim to extract greater returns from existing equity management processes. These 130/30 strategies meld a traditional long-only equity portfolio with an overlay of a short position in unattractive stocks, offset with an overweight of equal size in attractive stocks. This approach allows active managers to “harvest” their insights into the stocks they cover more effectively and to generate returns more efficiently than a traditional long-only strategy. JPMorgan Large Cap 130/30 In three short years, our pioneering fundamental Large Cap 130/30 strategy has significantly expanded alpha generation and improved portfolio efficiency by adding long and short positions while maintaining full market exposure. Large Cap 130/30 more completely captures the value of our proprietary stock ranking process and the insights of the portfolio managers, Tom Luddy and Susan Bao, and the fundamental research team. The results are impressive. For more information on 130/30 investing or Large Cap 130/30 click on our tools below. You may also contact your JPMorgan client representative, or email us at jpmam.info@jpmorgan.com.