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You are here: Manager factsheet

Eytan Shapiro

JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
Eytan M. Shapiro, managing director, is the CIO of the Growth and Small Cap U.S. Equity Team & portfolio manager in the U.S. Equity Group. An employee since 1985, he is responsible for managing the U.S. small cap growth strategy, which includes the JPMorgan Small Cap Growth Fund, JPMorgan Dynamic Small Cap Growth Fund, and the JPM US Small Cap Growth Fund. Prior to joining the small cap team in 1992, Eytan worked as a portfolio manager in the firm's Hong Kong office. He had previously been an investment analyst at Philips & Drew in London. Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.
Total return for Eytan Shapiro
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
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
63-99m
 
 
 
 
 
 
 
 
 
75-111m
 
 
 
 
 
 
 
 
 
87-123m
 
 
 
 
 
 
 
 
 
99-135m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Eytan Shapiro

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
Eytan Shapiro 0.2 -4.7 -23.2 45.5 24.0 6.1 22.2 45.6 -9.3 10.4
Peer Group Composite 3.2 3.0 0.9 26.9 15.9 3.7 6.1 47.1 -7.0 13.6
Over / Under -3.0 -7.7 -24.1 18.6 8.1 2.4 16.1 -1.5 -2.3 -3.2
Performance vs peer group composite: Eytan Shapiro
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
4 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 JPM US Small Cap Growth Co-managed UT North American Smaller Companies since Nov 30 1994 to present
JPM US Small Cap Growth Co-managed FO Equity - Small Cap USA since Jun 01 2003 to present
Funds managed previously
Fund Periods
JPM US Small Cap Growth fund since Sep 11 1984 to fund close
JPMorgan American IT plc since Jan 01 2005 to May 31 2019
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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