Fund Idea US: Value to lead the way ———————— | FSMOne SG - Research Highlights

Fund Idea

US: Value to lead the way

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• We continue to see rotation opportunities in US Value-oriented equities and we expect Value leadership to continue as supported by i) elevated inflation, ii) rate hike cycle, iii) tighter financial conditions, and iii) undemanding relative valuation.

• Inflation headwinds and more lately, late-cycle dynamics such as slowing macro growth and moderating corporate profits, have started to materialise in the US. This necessitates a transition to a Value and defensive investing style. We recommend the JPMorgan Funds - US Value Fund.

• The fund not only provides strong value exposure but the investment strategy incorporates a Quality tilt by investing in high quality, conservative companies with relatively stable patterns of earnings at attractive valuations.

• The fund has a strong track record during periods of market weakness and economic uncertainties where it often outperformed other US Value strategies as well as its benchmark.

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: JPMorgan Funds - US Value A (acc) USD