JAVA

JAVA is JPMorgan's active take on the US large-cap value space. It seeks long-term capital appreciation from a portfolio of undervalued stocks that have the potential to increase its intrinsic value per share. Constituents are selected using a proprietary bottom-up approach focusing on various fundamental analysis. In addition, the fund's strategy incorporates an ESG overlay by assessing firms' policies and shareholder rights. Holdings may include REITs, ADRs, and equity equivalents via derivatives. Unlike JVAL—its passively managed equivalent fund, JAVA does not replicate the performance of a specific index, it uses the Russell 1000 Value Index as its benchmark instead. This attempts to pursue the benefits of indexing (diversification and transparency) with the privilege of having active investment decisions.