Views & News
We provide some bottom-up granularity on our small cap exposure.
We provide some bottom-up granularity on our small cap exposure.
A portfolio update in what was a difficult and disappointing month for the Fund.
A top-down look at the countries the JOHCM Global Emerging Markets Opportunities team are avoiding.
Observations, insights and a look to the future from Samir Mehta, manager of the JOHCM Asia ex Japan 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.
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