INVESTMENT STRATEGY
REGIONAL SECTORS
NORTH AMERICA
PROFILE: JP MORGAN AMERICAN IT
This £827m trust is managed by US-based managers Garrett Fish (since
2003) and Eytan Shapiro (since 2005), who are supported by JP Morgan’s
team of global analysts. It is top quartile over one and three years in the AIC
North American sector, but – in common with many US active funds – has
struggled to beat the S&P over three and five years.
The trust aims to find quality companies that can be bought at a discount to
their true value. More recently, it has found opportunities in