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Investing strategy for 2021: JPMorgan PM shares 6 high-conviction bets - Vimarsana News

Investing strategy for 2021: JPMorgan PM shares 6 high-conviction bets

JPMorgan Asset Management This story is available exclusively to Insider subscribers. Become an Insider and start reading now. Phil Camporeale is a portfolio manager on the $4.2 billion JPMorgan Global Allocation fund, which has returned 14.2% this year and beaten 89% of category peers according to Morningstar data. Camporeale is taking on six high-conviction bets in the fund to separate the portfolio from the oft-mentioned recovery trade on the street and breaks down how to select style, region, and size positions. He also sha...