JPM's Barakos synchronises value and growth to generate dichotomy of outperformance

JPM manager achieves top returns with ‘two-dimensional' approach to investment

Launched in May 2000, Michael Barakos’ J.P. Morgan UK Strategic Equity Income fund is ranked second out of 18 vehicles in the IMA Equity Income & Growth sector over one year to 22 February up 42.7% against an average increase of 30.6%, according to Morningstar. Michael Barakos has managed the vehicle since February 2004, with assistance from David Allen, since August 2008. The fund aims to provide long-term capital growth by investing in a value style biased portfolio of UK companies. What is your investment style? We are very much style investors, and we look to have a barbell st...