Jupiter Fund Management Plc

Jupiter Fund Management Plc

Jupiter Fund Management Plc

Overview
Date Founded

2007

Headquarters

1 Grosvenor Place,London, London & South East SW1X 7JJ

Type of Company

Public

Employees (Worldwide)

522

Company Description

Jupiter Fund Management plc is a holding company, which engages in managing mutual funds, segregate mandates, and investment trusts on behalf of individuals and institutions. The company was founded in 1985 and is headquartered in London, the United Kingdom.

Contact Data
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Executives & Employees

Chief Executive Officer

Chief Financial Officer & Executive Director

Chief Financial Officer

Deputy Chief Investment Officer

Chief Investment Officer

Secretary & General Counsel

Head, European Sales

Head, Credit Research

Head of Finance

Head-Corporate Development & Communication

Board of Directors

Co-Founder at Investment 20/20 CIC

Former Finance Director at Monument Oil & Gas Plc

Chief Executive Officer at Jupiter Fund Management Plc

Principal & Founder at BAM Consulting LLC

Former Chief Executive Officer at Pioneer Global Asset Management SpA

Director, Trustee & Member-Investment Committee at Whitbread Pension Trustees

Chief Financial Officer at Jupiter Fund Management Plc

Former Head-Group Audit at HSBC Holdings Plc

Executive Officer at ACTIS GLOBAL 4 A LP

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Jupiter Fund Management Plc
Owners & Shareholders
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SII is an active, long-term manager which specializes in publicly traded non-US equity securities using a bottom-up value investment approach. The firm invests primarily in established markets. However, they may invest in emerging market securities and currencies. SII generally seeks to invest in a portfolio of equity securities that, in its opinion, possess fundamental value. They believe that securities with low market price to earnings, cash flow, asset value, sales ratios or dividends typically, but not necessarily, possess fundamental investment value. When allocating investments among geographic regions and individual countries, the prime determinant for the firm is the attraction of the individual security investments. Macroeconomic factors are considered as they affect individual companies. SII seeks to retain a reasonable diversification of investments across countries and industries and, will normally incur some exposure to foreign currencies.

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SAM is a value-oriented, long-term, bottom-up manager which seeks to provide clients with stability, superior performance and exceptional service. They believe that generally increasing short-term investment behaviors result in equity market inefficiencies, which they seek to exploit through stock picking across European and Far East markets.The firm focuses on buying sound franchises at prices that allow for returns to compound meaningfully over time. Their approach, which is not benchmark-sensitive, aims to identify high-quality companies where there is a significant discount between the price and their estimation of the intrinsic value of the business.SAM's portfolio managers specialize in sectors or industries. Regular company visits are part of their research process. Stock selection results from fundamental and quantitative research, examining the company's balance sheet, earnings, and management. They tend to avoid companies that exhibit balance sheet leverage and dilutive or unrelated acquisitions.

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FTFML is an active, team-oriented, collaborative manager which aims to provide superior risk-adjusted returns. Their geographic focus is global.The firm's analysts and portfolio managers perform bottom-up, fundamental research on potential investee companies, seeking to invest in high-quality companies with the potential for long-term sustainable earnings and cash flow growth, strong management teams and financial strength.FTFML is a value-based manager which assesses whether growth opportunities are already reflected in the stock price of potential investee companies. They combine the investment philosophies and expertise of Franklin Equity Group and Franklin Templeton Fixed Income Group in their hybrid/balanced funds to provide an opportunity to participate in the growth potential of the equities market while also seeking current income and reduced overall risk.

Recent Transactions
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Jupiter Fund Management Plc purchases Merian Global Investors (UK) Ltd. from TA Associates Management, L.P.

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Rathbone Brothers Plc, Rathbone Investment Management Ltd. purchase Jupiter Asset Management Ltd. /Private Client & Charities Ops from Jupiter Fund Management Plc

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Jupiter Fund Management Plc issued Ordinary Shares

Transaction Advisors
Investment Advisor

Advised onRathbone Brothers Plc, Rathbone Investment Management Ltd. purchase Jupiter Asset Management Ltd. /Private Client & Charities Ops from Jupiter Fund Management Plc

Investment Advisor

Advised onJupiter Fund Management Plc purchases Merian Global Investors (UK) Ltd. from TA Associates Management, L.P.

Investment Advisor

Advised onJupiter Fund Management Plc purchases Merian Global Investors (UK) Ltd. from TA Associates Management, L.P.

Advisors & Consultants
Publicist

Global Head-Financial Services & Senior Managing Director at FTI Consulting, Inc.

Advisor

Former Chief Executive Officer at Jupiter Asset Management Ltd.

Legal Advisor

Former Partner at Norton Rose Fulbright

Clients

European Opportunities Trust plc is a mutual fund closed-end investment trust, which engages in the investment in securities of European companies and in sectors or geographical areas. The company was founded on September 28, 1999 and is headquartered in London, the United Kingdom.

Jupiter US Smaller Cos. Plc operates as closed-end investment fund/investment trust. Its objective is to achieve long term capital growth by investing in a portfolio of quoted US smaller and medium sized companies. The company was founded on January 15, 1993 and is headquartered in London, the United Kingdom.

Jupiter UK Growth Investment Trust Plc operates as a closed-end investment company. Its investment objective is to achieve capital appreciation by investing in companies which are listed. The company was founded on February 2, 1972 and is headquartered in London, the United Kingdom.

Key Stats and Financials As of 2018
Market Capitalization
$1.81B
Total Enterprise Value
$962M
Earnings Per Share
$0.32
Revenue
$454M
Net Profit
$143M
EBITDA
$186M
Three Year Compounded Annual Growth Rate Of Revenue
3.81%
Five Year Compounded Annual Growth Rate Of Revenue
2.6%
EBITDAMargin
40.86%
TEVNet Income
6.73x
Debt TEV
0x
Enterprise Value Sales
2.12x
Total Debt
$0
Total Equity
$624M
Enterprise Value EBITDAOperating
5.19x
Investments
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Brewery Holdings operates as a beer brewer and distributor company. The firm is headquartered in Bucharest, Romania.

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AcceptOn, Inc. develops mobile payment software solutions. The company was founded by David Clausen and Jonathan P. Cordeau in March 2015 and is headquartered in San Francisco, CA.

Investors
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Fund Advisor at Jupiter Asset Management Ltd.

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Life Peer at United Kingdom House of Lords

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Managing Director at TA Associates Management, L.P.

Suppliers
HSBC Holdings Plc Accounting & Financial Services | London, GL

HSBC Holdings Plc engages in the provision of banking and financial services. It operates through the following business segments: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, Global Private Banking, and Corporate Centre. The Retail Banking and Wealth Management segment consists of retail banking, wealth management, asset management, and insurance. The Commercial Banking segment offers banking products and services. The Global Banking and Markets segment includes transaction banking, financing, advisory, capital markets, and risk management services. The Global Private Banking offers transaction banking, financing, advisory, capital markets and risk management services to high net worth individuals and families. The Corporate Centre segment is comprises of central treasury, including balance sheet management, other legacy businesses, interests in associates and joint ventures, central stewardship costs and the UK bank levy. The company was founded on January 1, 1959 and is headquartered in London, the United Kingdom.

JPMorgan Chase & Co. Holding Companies | New York, NY

JPMorgan Chase & Co. is an American multinational banking and financial services holding company. It is the largest bank in the United States by assets, and as of 2012, it ranks as the second largest bank in the world by assets with total assets of $2.509 trillion. It is a major provider of financial services, and according to Forbes magazine is the world's second largest public company based on a composite ranking. The hedge fund unit of JPMorgan Chase is one of the largest hedge funds in the United States. It was formed in 2000, when Chase Manhattan Corporation merged with J.P. Morgan & Co

SS&C Technologies Holdings, Inc. IT Consulting & Services | Windsor, CT

SS&C Technologies Holdings, Inc. engages in the development and provision of software solutions. Its portfolio of products provides functions including trading and modeling, middle-office functions such as portfolio management and reporting, and back-office functions such as accounting, performance measurement, reconciliation, reporting, processing and clearing. It also caters to the institutional asset and wealth management, alternative investment management, financial advisory, and financial institutions vertical markets. The firm's services include managed, professional, technology & operations outsourcing and fund administration services. The company was founded by William Charles Stone in February 1986 and is headquartered in Windsor, CT.

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