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The objective is to identify those value and growth opportunities where the companies are about to undergo a turning point in their businesses. This could be a stock that has been out of favour with the market, but has become very attractively valued and where the manager believes as a result of his fundamental analysis the company has a prospect of recovery. In this respect the manager looks to exploit market inefficiencies.
The manager finds new ideas through a number of sources, for example, thematic investigation, individual stock research and he can also draw on JPM's proprietary quant model for ideas.
The portfolio is generally balanced between value and growth orientated situations although this can vary depending upon which is producing the strongest returns.
Although this is an aggressively managed fund is unusual within a peer group that tends to favour concentrated portfolios. This may provide some investors with more peace of mind in terms of diversification and risk control.