Views & News
A roundup of portfolio newsflow covering June from Alex Savvides, manager of the JOHCM UK Dynamic Fund.
A roundup of portfolio newsflow covering June from Alex Savvides, manager of the JOHCM UK Dynamic Fund.
Latest guidance on the Fund dividend from James Lowen and Clive Beagles.
A portfolio update from James and Clive in a month which saw a brief value rally.
The JOHCM Continental European Fund team point to signs of encouragement in European markets and economies.
James and Clive break the portfolio down into its sector pieces, highlighting the tremendous value across the Fund.
The US hegemon versus the Chinese challenger: echoes of history
Meituan Dianping: the Chinese food delivery service that holds lessons for companies overseas.
The last week of the month saw the first signs of an unwind in excessively bearish analyst and investor sentiment.
James Lowen and Clive Beagles review their fund’s performance in May, a month which saw the recovery in global stock markets continue.
An update from James and Clive on the Fund's recent performance and their current positioning.
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