JAM Insider Trading

US equities, hand-picked by experts Our flagship American trust offers a high conviction portfolio of both US value and growth stocks that represent the managers' best ideas, designed to outperform across market cycles. The managers' decades of US stock-picking experience underpin a track record of consistent performance and dividends. Key points: Excellence - outperforming the benchmark, net of fees over 3, 5 and 10 years. Expertise - deep in-house stock research Experience - long-standing and proven investment team. All delivered at a competitively low cost. This Trust has a curated portfolio of both growth and value stocks, which adds flexibility in different market conditions. Our investment process starts with ideas, driven by the output of our sector-specific analysts. Both our value and growth teams employ a similar, research-driven approach to find quality businesses with good management and strong balance sheets. These ideas drive the managers' decision-making as they construct our focussed portfolio. The Trust is managed by Jack Caffrey and Felise Agranoff who have spent their careers investing in the US. They are supported by a New York-based team of approximately 40 analysts, including sector and small-cap specialists. Our investment process is driven by the output of these analysts, who research the US equity market to find quality businesses with strong management and robust balance sheets in both the value and growth buckets that the portfolio combines.