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You are here: Manager factsheet

Timothy Parton
JPMorgan Asset Mgmt (Europe) S, JP Morgan Asset Management UK
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Manager profile
Timothy Parton, managing director, is a portfolio manager within the U.S. Equity Group. An employee since 1986, Tim has managed a variety of Small and Mid-Cap portfolios over his tenure. Tim has been managing the J.P. Morgan Mid Cap Growth Strategy since November 2001 and the J.P. Morgan Growth Advantage Strategy since its inception in September 2005. In addition, Tim is a co-portfolio manager on the J.P. Morgan Equity Focus Strategy. Tim holds a B.Sc. in Economics and Accounting from the University of Bristol in England. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.
Total return for Timothy Parton
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Timothy Parton

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
Timothy Parton 30.7 -3.3 -5.2 29.8 24.8 11.0 11.9 23.0 26.2 4.0
Peer Group Composite 26.0 -3.4 -6.3 33.8 12.5 9.0 7.7 15.6 27.1 5.2
Over / Under 4.7 0.1 1.1 -4.0 12.3 2.0 4.2 7.4 -0.9 -1.2
Performance vs peer group composite: Timothy Parton
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM US Equity All Cap Co-managed FO Equity - USA since Feb 28 2014 to present
JPM US Small Cap Growth Co-managed FO Equity - Small Cap USA since Apr 30 2014 to present
JPMorgan American IT plc Co-managed IT North America since Jun 01 2019 to present
Funds managed previously
Fund Periods
JPMorgan American IT plc since Jan 01 1994 to Jan 31 2011
JPM JPM US Small Cap Growth since Apr 30 2014 to May 31 2022
JPM America Equity since Feb 17 2017 to Jan 31 2024
JPM US Small Cap Growth fund since Jul 01 2015 to fund close
JPM America Equity since Feb 16 2017 to fund close
JPM US Technology since Jul 02 2019 to Mar 31 2021
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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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