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A spotlight on our small caps

We provide some bottom-up granularity on our small cap exposure.

  • James Lowen
  • Clive Beagles
02 Aug 2020

A spotlight on our small caps

We provide some bottom-up granularity on our small cap exposure.

02 Aug 2020

UK Equity Income Bulletin

A portfolio update in what was a difficult and disappointing month for the Fund. 

27 Jul 2020

Global Income and Value Dispatch

Q2 review: the global income challenge 

15 Jul 2020

Emerging Markets Spotlight

A top-down look at the countries the JOHCM Global Emerging Markets Opportunities team are avoiding. 

13 Jul 2020

A View from Asia

Observations, insights and a look to the future from Samir Mehta, manager of the JOHCM Asia ex Japan Fund. 

10 Jul 2020

Under the Bonnet

A roundup of portfolio newsflow covering June from Alex Savvides, manager of the JOHCM UK Dynamic Fund. 

01 Jul 2020

JOHCM UK Equity Income Fund Dividend Update

Latest guidance on the Fund dividend from James Lowen and Clive Beagles.

30 Jun 2020

UK Equity Income Bulletin

A portfolio update from James and Clive in a month which saw a brief value rally. 

19 Jun 2020

Europe three months on – a steadier ship

The JOHCM Continental European Fund team point to signs of encouragement in European markets and economies.

14 Jun 2020

The Value Puzzle

James and Clive break the portfolio down into its sector pieces, highlighting the tremendous value across the Fund.

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