What was it like to manage an equity fund through the wildest days of the Global Financial Crisis? What was life like for an investor when the world was analogue? Why, and when, did company management start listening to their shareholders? Has tighter regulation always worked?

Welcome to From the Mild to the Wild, a series of seven videos looking at change in the UK equity market since the launch, 20 years ago, of the JOHCM UK Equity Income Fund.

Senior fund managers Clive Beagles and James Lowen have run the fund since its inception in 2004, share the stories of two tumultuous decades.

JOHCM UK Equity Income Fund (uk)
Size
GBP 1.64bn

Episodes

UK Equities

Episode 7: ...To What's Next?

In the final episode of From the Mild to the Wild, fund managers Clive Beagles and James Lowen reflect on 20 years of managing the JOHCM UK Equity Income Fund and what excites them about the future. They discuss their contrarian investment approach, the importance of risk-taking, and the evolving landscape of active versus passive management, highlighting lessons learned from navigating macroeconomic shifts, crises, and technological changes.

Clive Beagles

Clive Beagles
James Lowen

James Lowen

UK Equities

From the Mild to the Wild: Trailer

What was it like managing equities through the wildest days of the Global Financial Crisis? What was life like when the world was analogue? When did company management start listening to shareholders? From the Mild to the Wild – A seven-part series on 20 years in the UK equity market with Clive Beagles and James Lowen.

Senior Fund Manager

Clive Beagles

35 years' industry experience, joined JOHCM in Sep 2004. Clive co-manages the JOHCM UK Equity Income Fund, alongside James Lowen, and is one of the UK’s most highly respected equity income managers. Prior to joining JOHCM, Clive worked at Newton Investment Management as Investment Leader, UK Equities and managed the successful Newton Higher Income Fund for three years. Clive holds a BA (Hons) in Economics and is an associate member of the Institute of Investment Management and Research.
Senior Fund Manager

James Lowen

30 years' industry experience, joined JOHCM in Sep 2004. James co-manages the JOHCM UK Equity Income Fund, alongside Clive Beagles. James is a qualified Chartered Accountant and joined Newton Investment Management in 1998 as a member of their Research Department. James holds a first class degree in Economics from the University of Exeter and is an associate member of the Institute of Investment Management and Research.

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