Views & News

"Rarely, if ever, have the relative attractions of the UK and our Fund been brighter than this..." - James and Clive provide an update. 

I too could not resist it. Every single friend of mine urged me to watch Squid Game and finally I gave in...

Nick Good, Pendal Group CEO, is featured in The Australian Financial Review BOSS Magazine.

Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities fund, discuss how the drivers of growth are changing in the UK’s favour.

Samir Mehta, manager of the JOHCM Asia ex Japan fund, provides an in-depth look at Jubilant Foodworks, the largest holding in his portfolio.

We have seen continued high inflation prints across the world, with volatility in interest rate expectations testing the resolve of central banks...

A monthly portfolio update from the JOHCM UK Dynamic team on the strategic progress made by their portfolio companies. 

The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.

The third quarter saw good strategic progress, strong results and interesting M&A activity for the JOHCM UK Dynamic portfolio.

Taking stock: Samir Mehta, manager of the JOHCM Asia ex Japan Fund, takes a look back at markets over the last 18 months.