From Morningstar: 2024-05-01 02:18:00

Jonathan Ingram, portfolio manager at JPMorgan European Discovery Trust, shares his bottom-up investment strategy combining fundamental and quantitative insights. He sees significant opportunity in small-cap stocks and warns of geopolitical risks and potential economic slowdown due to high interest rates. Ingram values understanding and selling discipline, rejecting the idea of ‘buy and hold forever.’

Ingram credits his career inspiration to CIO Chris Complin and emphasizes the importance of challenging traditional investment norms. He believes diversity of thought is crucial for successful investing and advocates for promoting social mobility in asset management. Despite industry pressures, Ingram remains data-driven and open to unpopular opinions, like higher turnover strategies.

Ingram encourages active managers to engage with companies and influence outcomes positively, highlighting a successful executive compensation dialogue. He values advice on humility and teamwork, acknowledging the brilliance of those around him. Outside of work, Ingram enjoys family time, cooking, and cheering on his favorite soccer team, Fulham.



Read more at Morningstar: 13 Questions for JPMorgan’s Jonathan Ingram