General Investing >> Money Manager Interviews >> September 25, 2000

Juliet Ellis – Chase Investment Management

JULIET S. ELLIS, Managing Director, is Senior Portfolio Manager in the U.S. Small-Cap Equity Group for JPMorgan Fleming Asset Management Group. She has investment managing responsibility for $1.7 billion in assets managed under the Small Capitalization Style. Ms. Ellis began managing portfolios in both the Small Cap Core and Small Cap Growth styles in 1993. Prior to her current role, she spent two years as assistant portfolio manager for the bank's Equity Style while maintaining responsibilities as an equity analyst. In 1990 Ms. Ellis was named Director of Equity Research, where she led the team of six industry analysts providing fundamental research for large capitalization style portfolio managers. She joined the organization in September 1987 as an Equity Research Analyst. In this capacity Ms. Ellis developed investment recommendations based on fundamental and valuation analysis specializing in the healthcare, media, entertainment, airline and automotive industries. Prior to joining J.P. Morgan, she was an investment officer at Merrill Lynch, Pierce, Fenner & Smith, (1981-1987). Ms. Ellis earned a BA (cum laude) in Economics and Political Science from Indiana University in 1981. She was elected to Phi Beta Kappa in 1980. Ms. Ellis is a Chartered Financial Analyst. Profile
TWST: Will you explain the philosophy you implement for the Chase Vista

Small Cap Equity Fund?

Ms. Ellis: The general philosophy is to look for growth companies in a

small cap universe that