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You are here: Manager factsheet

Daniel Percella
JPMorgan Asset Mgmt (Europe) S, JP Morgan Asset Management UK
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Manager profile
Dan Percella, executive director, is an analyst on the Small Cap Active Core Team. An employee since 2008, Dan was previously a member of Institutional Investor-ranked equity research teams covering the transportation sector at Bear Stearns, Bank of America and Citigroup. Dan holds a B.S. in economics from Georgetown University’s Walsh School of Foreign Service and is a member of both the New York Society of Security Analysts and The CFA Institute. He is also a CFA charterholder.
Total return for Daniel Percella
Manager career performance
Discrete calendar year performance : Daniel Percella

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Daniel Percella 13.0 -5.5 -0.6 77.2 -20.2 10.9 -0.5 48.9 -4.9 32.9
Peer Group Composite 15.8 -6.0 -1.2 77.8 -20.0 11.1 1.7 35.8 -2.5 19.2
Over / Under -2.8 0.5 0.6 -0.6 -0.2 -0.2 -2.2 13.1 -2.4 13.7
Performance vs peer group composite: Daniel Percella
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM US Smaller Companies Co-managed FO Equity - Small Cap USA since Apr 30 2014 to present
JPMorgan US Smaller Companies IT PLC Ord 2.5P Co-managed IT North American Smaller Companies since Jul 15 2014 to present
Funds managed previously
Fund Periods
JPM America Equity since Jul 01 2022 to Jan 31 2024
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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