In this webcast, James Murray, Investment Manager, Systematic Equities, explains how equity investors address the risk of high market concentration, expensive valuations and the ongoing ‘Magnificent 7 dilemma’, all while continuing to generate alpha. He explains how a systematic approach to investing in global equities effectively addresses these concerns to provide investors with a diversified approach to global equities which blends exposure to well-established, large players with overlooked small-cap opportunities. He also explains how the team's proprietary dynamic allocation model effectively navigates changing market environments. Finally, James unveils the team’s quantitative investment process and proprietary stock selection criteria.
.jpg/_jcr_content/renditions/cq5dam.web.1280.1280.jpeg)
The value of active minds: unabhängige Denkansätze
Ein wesentliches Merkmal des Investmentansatzes von Jupiter ist, dass wir unseren Fondsmanagern keine Hausmeinung aufdrücken, sondern ihnen die Freiheit geben, eigene Ansichten zu den Anlageklassen zu formulieren, auf die sie sich spezialisiert haben. Daher ist zu beachten, dass alle geäußerten Ansichten – einschließlich derjenigen, die sich auf Umwelt-, Sozial- und Governance-Erwägungen beziehen – die des Autors/der Autoren sind und von den Ansichten anderer Jupiter-Anlageexperten abweichen können.
Important information
This website and the above mentioned events are intended for investment professionals only.
This communication is for informational purposes only and is not investment advice.
Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given.
Keeping your data safe and secure is important to us. If you would like to find out more please take a look at our Privacy Policy, which can also be found on the foot of pages on www.jupiteram.com.
Jupiter Unit Trust Managers Limited (JUTM), registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ, authorised and regulated by the Financial Conduct Authority. No part of this document may be reproduced in any manner without the prior permission of JUTM.