An initial screen narrows the vast small-cap universe homing in on stocks that fit the team’s core philosophy of strong fundamentals, positive business momentum, and reasonable valuations.
But JPMorgan Small Cap Equity’s Don San Jose has a style that helps differentiate the portfolio. For example, he will hold onto some of his best-performing stocks as they grow into mid-caps.
Initially Jack bedded down in his car, then upgraded to a small van. His adventures lent themselves to sharing on social media ... from official campsites to public car parks that allow motorhomes to ...