17 March 2026
Quilter has today announced the launch of the Quilter Investors Long-Short Equity Fund, appointing J.P. Morgan Asset Management to manage the mandate.
The new strategy is designed to deliver positive returns through an equity long-short approach and focuses on companies involved, directly or indirectly, in consumer or consumer-related activity.
The fund will be managed by lead portfolio manager Jonathan Ingram, alongside Alexander Whyte, Victoria Helvert, and Guy Anderson, and will be based on the recently launched JPM Consumer Long-Short Fund already managed by the team.
The team employs a distinctive investment approach that integrates proprietary quantitative signals, machine learning techniques, and deep fundamental analysis. The portfolio will be diversified, typically running low-net equity exposure, and with stock-specific risk expected to be the dominant driver of returns.
Quilter uses sub-advised mandates, along with third-party funds, across its multi-asset investment solutions, including its managed portfolio service, WealthSelect. This approach offers the portfolio managers a broad range of high-quality strategies across different asset classes, sectors, and geographies.
WealthSelect has added the newly launched Quilter Investors Long-Short Equity Fund to the portfolios at its recent rebalance. Portfolio managers Stuart Clark, Helen Bradshaw and Bethan Dixon, have also taken the opportunity to increase alternatives as a whole within the Managed and Responsible portfolios, reducing cash holdings at the same time. The team views alternatives as being a better source of diversification to the overall portfolio and a better source of returns during a time of increased market volatility after the escalation of conflict in the Middle East.
Stuart Clark, portfolio manager of Quilter’s WealthSelect MPS said: “We are always on the lookout for interesting and differentiated investment approaches, particularly in the alternatives space. We have been monitoring this team for some time and are now delighted to be partnering with J.P. Morgan to launch a mandate that we can include in WealthSelect.
“The team brings a disciplined approach and is comfortable using a number of different approaches to help avoid pitfalls associated with singular approaches. Given the high levels of uncertainty in the market, conflict erupting in the Middle East and continued concerns around asset bubbles, trade policy, and inflation, it is vital we look for genuinely diversifying investments to complement existing holdings in the portfolios. We see this new fund adding real value for clients and look forward to working with Jonathan and the team in doing so.”
Jonathan Ingram, Lead Portfolio Manager at JPMAM, added: “The whole team and I are delighted to partner with Quilter to launch this new strategy. The Quilter Investors Long-Short Equity Fund will use insights into rapidly changing consumer trends around the world in order to build a long-short portfolio that targets a total return in excess of cash for Quilter’s MPS clients."
