Don San Jose, CFA

AAA

14 Years of experience

Focus on high-quality firms at attractive prices

Current firm: JP Morgan AM

Professional background

Joined JP Morgan in 2000. Equity Research Associate, ING Baring Furman Selz.

Educational background

B.S. in Finance, Wharton School. University of Pennsylvania.

Performance

13.37%

Manager Annualised Return Since Inception

12.51%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

13.37%

12.51%

0.86%

10Y

9.04%

9.45%

-0.41%

1.19%

5.08%

-3.89%

*Inception date: 11/29/2008

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

JPMorgan US Smaller Companies Investment Trust

Value investing using fundamental analysis

Benchmark
MSCI United States Small, NR

Class
-

ISIN
GB00BJL5F346

AUM
341,293,032.60 €

Ongoing Charges
1.09%