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Lvip Jpmorgan U.s. Equity Class Service (0P00005YDW)
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15/01 - En Différé. Devise en USD
- Rating de Morningstar:
- Actif total: 114,33M
JPMorgan Insurance Trust U.S. Equity Portfolio Cla
44,296
+0,910
+2,11%
Vue d'ensemble 0P00005YDW
Sur cette page vous trouverez un profil détaillé de Lvip Jpmorgan U.s. Equity Class Service. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de 0P00005YDW entre autres informations.
Contact
Adresse
1300 S. Clinton Street P.O. Box 1110
Fort Wayne,IN 46801
United States
Fort Wayne,IN 46801
United States
Téléphone
-
Web
www.lfg.com
Principaux dirigeants
| Nom | Titre | Depuis | Jusqu’à |
|---|---|---|---|
| Shilpee Raina | - | 2021 | Maintenant |
| Biographie | Shilpee Raina, executive director, is a research analyst on the Equity Income Strategy within the U.S. Equity Group. Shilpee is a generalist analyst whose research coverage spans various industries. An employee since 2005, Shilpee has been a dedicated research analyst on the Equity Income Strategy since 2008 and was previously focused on the Mid Cap Value portfolios where she conducted research within the media sector, while also responsible for daily implementation and portfolio analytics for the broader Value Team. Shilpee holds a B.S. in Commerce with concentrations in Finance and Accounting from University of Virginia’s McIntire School of Commerce. She is a member of both the New York Society of Security Analysts and the CFA Institute and is a CFA charterholder. | ||
| Scott B. Davis | Managing director | 2017 | Maintenant |
| Biographie | Scott B. Davis, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2006, Scott was previously a media and internet analyst in the U.S. Equity Research Group. | ||
| David Small | Managing Director | 2016 | 2024 |
| Biographie | David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. | ||
| Susan Bao | Managing Director | 2004 | 2020 |
| Biographie | Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation. | ||
| Thomas Luddy | Managing Director | 2006 | 2018 |
| Biographie | Thomas Luddy, managing director, is a portfolio manager in the U.S. Equity Group with responsibility for the Large Cap Core and Large Cap Core Plus 130/30 strategies. An employee since 1976, Tom has held numerous key positions in the firm, including global head of equity, head of equity research and chief investment officer. He began his career as an equity research analyst, and became a portfolio manager in 1982. Tom holds a B.S. in economics and mathematics from St. Peter's College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
| Helge Skibeli | Managing Director | 2007 | 2016 |
| Biographie | Helge Skibeli, CFA, managing director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He leads the Global Core Portfolio Management Team. An employee since 1990, Helge was previously the Global Head of Developed Market Equity Research. Before that he was Head of Research for the US, based in New York, which followed being Head of Asia ex Japan Research, based in Singapore. Prior to that he was a research analyst for European autos and basic industries. | ||
| Gregory Fowlkes | - | 2010 | 2012 |
| Biographie | Gregory G. Fowlkes, managing director, is an analyst in the U.S. Equity Group covering the retail sector. An employee since 2005, Gregory was previously a co-manager in the Large Cap Core strategy and prior to that he covered retail and apparel as an analyst in the U.S. Equity Research Group. Prior to joining the firm, he worked at Morgan Stanley as a senior research analyst covering broadlines and specialty retail, and as buyer in the retail industry. Gregory earned a B.A. in religious studies from Stanford University and an M.B.A. from Duke University. | ||
| Jacqueline Flake | Managing Director, Portfolio Manager | 2006 | 2008 |
| Biographie | Flake is a managing director of JPMIM and has been a portfolio manager since 2006. Prior to her current position, she was an analyst covering the finance and capital market sectors. Flake holds the Chartered Financial Analyst designation. | ||
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