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You are here: Manager factsheet

Susan Bao
JPMorgan Asset Mgmt (Europe) S
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Manager profile
Susan Bao, Managing Director, is a portfolio manager in the U.S. Equity Group. An employee since 1997, Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core 130/30 strategies. Previously, she was responsible for the U.S. equity analyst portfolios and served as a member of the Disciplined Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University's Stern School of Business. She is also a holder of the CFA designation.
Total return for Susan Bao
Manager career performance
Discrete calendar year performance : Susan Bao

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
Susan Bao 38.2 14.2 -6.4 30.1 20.6 12.2 9.7 9.9 27.5 6.8
Peer Group Composite 29.3 5.5 -4.8 25.0 14.5 11.7 9.0 11.3 23.7 5.6
Over / Under 8.9 8.7 -1.6 5.1 6.1 0.5 0.7 -1.4 3.8 1.2
Performance vs peer group composite: Susan Bao
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
8 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM US Select Equity Plus Co-managed IA North America since Jul 05 2007 to present
Funds managed previously
Fund Periods
JPM US Select since Apr 28 2000 to Mar 29 2019
JPM US Select Equity since Nov 01 2007 to Mar 29 2019
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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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