Elevator Pitch: Callum Abbot

Callum Abbot, portfolio manager of JPM UK Equity Plus Fund, takes on the Elevator Pitch challenge.

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Jan 05, 2018
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In the third video of our Elevator Pitch series, Callum Abbot gives us some of the top facts about the JPM UK Equity Plus Fund.

Read more about the JPM UK Equity Plus Fund >

View more Elevator Pitch videos



Callum Abbot

JPM UK Equity Plus Fund
WATCH (01:32) >

James Illsley
JPM UK Equity Core Fund
WATCH (01:40) >


Guy Anderson

The Mercantile Investment Trust plc
WATCH (01:20) >


John Baker
JPM UK Dynamic Fund
WATCH (01:11) >

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  • Hi, my name's Callum Abbot. 00:03
  • I'm a Fund Manager on the international equity group at J.P. Morgan. 00:05
  • I'm a UK specialist, 00:08
  • and on our team we use a behavioural finance process 00:10
  • when we're investing. 00:13
  • An interesting fact about me is, 00:15
  • well I'm really passionate about rugby, 00:16
  • and that's taken me to a few different places, 00:19
  • be it on rugby tours, 00:21
  • but also, I think the best rugby experience I had 00:22
  • was when I went to Fiji and I coached schools there for eight weeks. 00:25
  • It was amazing to be in that environment, 00:29
  • and in a country where rugby is so passionately played. 00:31
  • The objective of our fund, the UK Equity Plus Fund, 00:34
  • is to outperform the FTSE All-Share 00:37
  • and it attempts to do this by using an active-extension structure. 00:40
  • Where that differs from a long-only fund 00:43
  • is by using an element of shorting, 00:45
  • which we then reinvest into our best ideas. 00:47
  • And so the manager has considerably more exposure 00:50
  • to their best ideas, be it attractive stocks, 00:54
  • but also, through that shorting element, 00:56
  • those unattractive stocks. 00:58
  • But the reason you should consider J.P. Morgan's UK Equity Plus Fund, 01:00
  • is because of that active-extension structure 01:04
  • and because of our behavioural finance process, 01:06
  • where over history, we've been able to identify those stocks that are 01:08
  • likely to outperform, 01:12
  • as well as those stocks that are likely to underperform. 01:13
  • And through that element of shorting 01:15
  • and reinvesting that capital into our best ideas, 01:17
  • you can really make the most of that kind of process. 01:20
  • And so that's where this fund differentiates itself 01:23
  • and stands out for us. 01:25
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