Who we are

Investment approach

JGGI follows a high conviction, bottom-up stock picking approach, drawing on the expertise of over 80 in-house research analysts focusing on long-term forecasting and structural change to identify the longer-term industry trends of the future. Specifically, as JPMAM believes a company’s value is determined by its future cash flow stream, it believes structural changes will determine tomorrow’s winners and losers, with ESG factors both informing and influencing the investment manager’s longer-term forecasting. Importantly, JGGI’s strategy is not heavily value or growth orientated and instead aims for repeatable outperformance over a variety of market conditions.