JOHCM UK Equity Income Fund (uk)
Size
GBP 1.82bn
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.
