Investment Strategies

Private Equity

Realizing opportunity


Our Private Equity program is one of the largest programs in the industry with over $16 billion in private equity assets as of 12/31/07.  We manage a majority of these assets within our fund of funds program on behalf of more than 85 leading global institutions.  Additionally we oversee private equity assets comprising over 280 partnerships, direct and secondary investments on behalf of several institutional investors.   We have access to a broad range of investment opportunities not commonly available to the general marketplace.  Our dedicated team of 45 professionals, located in New York, London and Hong Kong, consists of high quality, skilled professionals with more than 150 years of combined experience.

Our strength lies in our ability to construct diversified, global portfolios of private equity investments using a flexible investment approach. We are able to opportunistically identify investment options and construct a diversified, global portfolio of high-quality private equity investments.  We have consistently partnered with top quartile groups who continue to outperform the private equity market.  In many cases, our relationships with these groups date back 10 and more years.  In addition to these long-term relationships, we pride ourselves on accessing new opportunities, including targeted and first-time partnerships

 

Venture Capital

Corporate Finance

Private Equity Distribution Management

 

 

 

*As of 12/31/07

The managers seek to achieve the stated objectives. There can be no guarantee the objectives will be met.

The strategy sheet is intended to report solely on the investment strategies and opportunities identified by JPMorgan Asset Management. Additional information is available upon request. Information herein is believed to be reliable but JPMorgan Asset Management does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is not indicative of future results. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The investments and strategies discussed herein may not be suitable for all investors. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.

 


 
 

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