Important changes: JPMorgan American Investment Trust plc

Presented by

Simon Crinage, Jonathan Simon and Timothy Parton

About this talk

On 20 March 2019, the Board of JPMorgan American Investment Trust plc announced their intention to change the large cap component of the Company by transitioning to a high-conviction investment approach. Subject to shareholder approval, the large cap component will transition from a portfolio of approximately 60 stocks led by Garrett Fish to a concentrated portfolio of 30-40 stocks led by co-managers Jonathan Simon and Timothy Parton. In this call, Simon Crinage, Head of Investment Trusts, J.P. Morgan Asset Management and co-portfolio managers Jonathan Simon and Timothy Parton, will describe the proposed changes taking place and introduce you to their value and growth investment approach.

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