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Research Equity Long/Short Fund - C (JLSCX)

Research Equity Long/Short Fund - C (JLSCX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Terance Chen
Terance Chen| Managing Director Biography

Terance Chen, CFA, is a portfolio manager in the U.S. Equity Group. An employee of J.P. Morgan since 1994, he was a quantitative equity research analyst prior to his current position. In his current role, he is responsible for the management of the Research Enhanced Index strategies and is also the portfolio manager of several long/short strategies, including Research Market Neutral and Research Enhanced Index 130/30.

Education
  • B.S., Finance, New York University's Stern School of Business
Experience
  • Industry Experience, 20 Years
  • Firm Experience, 20 Years
  • Fund Experience, 4 Years
Other funds managed by Terance Chen:
Raffaele Zingone
Raffaele Zingone| Vice President 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, 23 Years
  • Firm Experience, 23 Years
  • Fund Experience, less than 1 year
Other funds managed by Raffaele Zingone:
Steven Lee
Steven Lee| Managing Director Biography

Steven G. Lee is an analyst in the U.S. Equity Research Group. An employee since 2004, Steven is responsible for covering the autos, transportation, and aerospace/defense sectors. Before joining the firm, he was a research analyst covering the global chemicals sector at Bernstein Investment Research and Management. Prior to that, he was a management consultant with Booz-Allen & Hamilton and an engineer with Ford Motor Company.

Education
  • B.S., Economics and Engineering, University of Pennsylvania
  • M.S. in Engineering, Massachusetts Institute of Technology
  • M.B.A., University of Michigan, Ann Arbor
Experience
  • Industry Experience, 21 Years
  • Firm Experience, 10 Years
  • Fund Experience, less than 1 year
Other funds managed by Steven Lee:

The Fund may use derivatives in connection with its investment strategies to hedge and manage risk and to increase its return. Derivatives may be riskier than other types of investments because they may be more sensitive to changes in economic or market conditions than other types of investments and could result in losses that significantly exceed the Fund's original investment. The Fund will have substantial short positions and must borrow those securities to make delivery to the buyer. The Fund may not always be able to borrow a security it wants to sell short. The Fund also may be unable to close out an established short position at an acceptable price, and may have to sell related long positions at disadvantageous times.

Real estate investing may be subject to a higher degree of market risk because of concentration in a specific industry, sector or geographical sector. Real estate investing may be subject to risks including, but not limited to, declines in the value of real estate, risks related to general and economic conditions, changes in the value of the underlying property owned by the trust and defaults by borrower.