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Fund Managers

  • Don San Jose

    Don San Jose is a portfolio manager with the U.S. Small Cap Equity Group and aids in the daily management of the JPMorgan Small Cap Active Core Strategy. An employee since 2000, Don was an analyst in JPMorgan Securities' equity research department covering capital goods companies before joining the small cap group. Prior to joining the firm, he was an equity research associate at ING Baring Furman Selz. Don holds a B.S. in finance from The Wharton School of the University of Pennsylvania and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder.

  • Dan Percella

    Dan Percella, executive director, is an analyst on the Small Cap Active Core Team. An employee since 2008, Dan was previously a member of Institutional Investor-ranked equity research teams covering the transportation sector at Bear Stearns, Bank of America and Citigroup. Dan holds a B.S. in economics from Georgetown University’s Walsh School of Foreign Service and is a member of both the New York Society of Security Analysts and The CFA Institute. He is also a CFA charterholder.

Important information

Key attributes
  • The portfolio is a product of the investment team's fundamental research investment approach and disciplined portfolio construction.
  • Aims to invest in companies that have a sustainable competitive advantage and are run by competent management teams who have a record of success and are good stewards of capital.
  • Focuses on owning companies that are trading at discount to their valuation.
Essential information

Shares and debentures (if any) in an investment trust are not subject to the Financial Conduct Authority's (FCA) restrictions for marketing Non-mainstream Pooled Investment products, therefore investment trust products can be marketed to retails investors directly or via independent financial advisers.

Charges

For information on charges relating to this trust please check the Trust factsheet.

Key risks
  • -
Awards

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Want to know more?

Annual and half year reports
General meeting

Date: 4th March 2014
Time: 11:00 am
Location: Finsbury Dials

Shareholder Circular - Notice of General Meeting

Annual general meeting

Date: 29th April 2015
Time: 2:30 am
Location: 60 Victoria Embankment, London EC4Y0JP

AGM Presentation 2015

Proxy Voting as at:

29 April 2015 - AGM

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