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JPMorgan Hedged Equity Fund - R5 (JHQPX)

JPMorgan Hedged Equity Fund - R5 (JHQPX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Hamilton Reiner
Hamilton Reiner| Managing Director Biography

Hamilton Reiner, managing director, is head of U.S. Equity Derivatives in J.P. Morgan Asset Management and a portfolio manager. An employee since 2009, Hamilton was previously a portfolio manager and head of U.S. Equities and Derivatives at JP Morgan Chase. Prior to joining the firm, he was head of Equity Long/Short Prime Brokerage platform at Barclays Capital. Previously, Hamilton was co-head of derivative sales and an equity and derivatives portfolio manager at Lehman Brothers, a portfolio manager and co-founder of an equity derivatives and long/short hedge fund at Deutsche Bank, and a portfolio manager at O'Connor and Associates. Hamilton obtained a B.S.E. in Finance from the Wharton School of the University of Pennsylvania.

Experience
  • Industry Experience, 28 Years
  • Firm Experience, 6 Years
  • Fund Experience, 2 Years
Raffaele Zingone
Raffaele Zingone| Managing Director Biography

Raffaele Zingone, CFA, is head of the U.S. Structured Equity Group. An employee since 1991, Ralph is responsible for the management of a range of large cap structured equity portfolios. Prior to his role in structured equity, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York.

Education
  • B.A., Mathematics/Economics, College of the Holy Cross
  • M.B.A., Finance, New York University
Experience
  • Industry Experience, 24 Years
  • Firm Experience, 24 Years
  • Fund Experience, 2 Years
Other funds managed by Raffaele Zingone:

The price of equity securities may rise or fall because of changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. The Fund's main investment strategies utilize a diversified equity portfolio and derivatives, with a Put/Spread Collar options overlay. This strategy may not provide greater market protection than other equity investments, particularly in rising equity markets when the Fund is expected to underperform traditional equity strategies or during times of low market volatility when the Fund is expected to perform in line with broad equity markets. The Fund also risks losing all or part of the cash paid for purchasing put options. Unusual market conditions or the lack of a ready market for any particular option at a specific time may reduce the effectiveness of the Fund's option strategies, and for these and other reasons, the Fund's option strategies may not reduce the Fund's volatility to the extent desired and could result in losses. In addition, derivatives may not perform as expected, so the Fund may not realize the intended benefits. When used for hedging, the change in value of a derivative may not correlate as expected with the security or other risk being hedged. In addition, given their complexity, derivatives expose the Fund to risks of mispricing or improper valuation.

Total return assumes reinvestment of income.