• Equity
  • U.S. Equity
  • International/Global
  • Emerging Markets
• Fixed Income
• Real Estate & Infrastructure
• Hedge Funds
• Private Equity
• Currency
• Global Multi-Asset Strategies
• Cash Management
• Mutual Funds

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U.S. Equity Strategies

Legal disclosure

Research at the Core

At J.P. Morgan Asset Management, we maintain a distinguished legacy of disciplined U.S. active management through multiple market cycles. The predictable, fundamental research process we have employed for decades, one in which investment decisions are governed by seasoned, insightful portfolio managers, continues to serve our clients.

Proven and stable with a deep appreciation for the value of client service and the importance of balancing sophistication with practicality when designing products, the equity group at J.P. Morgan offers a substantive capability that can help solve a broad range of equity management objectives. Our equity disciplines include:

* Core  *  Growth  *  Value *  All Cap  *

*  Active Extension  *  Enhanced  *  Long/Short  *

*  Quantitative *  Behavioral  *

A Consideration of J.P. Morgan's U.S. Equity Capabilities

Broad expertise: With more than $90 billion* in U.S. equity strategies, J.P. Morgan Asset Management has served the institutional investment marketplace for more than 50 years. To ensure that the best ideas are leveraged across our entire offering, we support multiple processes and strategies to meet the full complement of our clients' investment needs.

Disciplined investment processes: We seek to deliver the advantages of disciplined and proven investment processes anchored in fundamental bottom-up research and strong portfolio manager oversight. Proprietary research and regimented implementation drive all our equity strategies.

Consistent risk discipline: Across each style, our portfolio construction practice is thoroughly vetted against a stable series of risk metrics. Careful adherence to portfolio objectives as expressed through alpha generation, tracking error and correlations, contribute to a disciplined and well-managed program.

Respected authority among company managements: Over time, our seasoned analysts have developed strong relationships with the management teams of both established and emerging businesses.

Efficiencies in trading and implementation: The depth of our trading knowledge and markets expertise enables us to generate efficiencies for our clients in order flow, liquidity management and marketplace participation. All traders work with clearly defined metrics and objectives.

Alignment of interest: Mandatory investment by portfolio managers, and employee investment through deferred compensation.

* As of June 30, 2009