JMC Asset Management (“JMCAM”), a New York based investment management firm, is launching a new UCITS fund, the JMCAM US Equity Fund (the “Fund”). The Fund will replicate JMCAM’s existing long-only US equity strategy, which uses the Russell 3000 total return index as benchmark. The strategy invests primarily in a portfolio of mid and large capitalisation stocks and is based on JMCAM’s unique approach to stock selection.
JMCAM’s investment philosophy emphasizes a novel approach to researching money managers for the construction of a diversified portfolio. This design uses a bottom-up manager selection process, focusing on stock-pickers that demonstrate consistent added value in specific sectors, coupled with thorough and disciplined risk management to monitor and control underlying exposures.
Incorporated in 2012, JMC Asset Management is an SEC-registered investment advisor and an independently operated affiliate of the JMC Family Investment Office. JMCAM provides innovative investment products and tailor-made solutions based on the selection and allocation of quality and experienced equity managers. JMCAM also provides advisory services to institutional clients, providing analysis and due diligence of US-based money managers.
JMCAM’s principals have 10 years on average of industry experience, with knowledge in all aspects of the business from the analysis of investment strategies to the creation and management of customized portfolios.”