The Emerging Markets Opportunities team highlight one of their strongest conviction ideas.
What is the zeitgeist of today? Are we heading towards a utopian or an Orwellian world?
Fund Managers James Lowen and Clive Beagles give a Fund update in a more positive month for UK economic data.
Observations on some interesting differences between inflation dynamics in major Latin American countries.
An update on the market backdrop and portfolio holdings over July from the JOHCM UK Dynamic team.
Samir highlights a recent portfolio addition, Manappuram Finance, a gold loan provider in India.
A portfolio update in what was a difficult and disappointing month for the Fund.
We provide some bottom-up granularity on our small cap exposure.
Q2 review: the global income challenge
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.
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.
Emerging markets to avoid: the JOHCM Global Emerging Markets Opportunities team provide their top down analysis.
Alex and Tom provide a portfolio update in a month where equity markets retraced some of their previous month’s losses.
Samir's thoughts on the three stages of the pandemic and the companies benefiting.
The latest Bulletin from James and Clive with a comprehensive Fund dividend update.
The Board of JOHCM Funds (UK) Limited has conducted an annual Assessment of Value of our four UK-domiciled funds to review whether the funds are providing value for our investors.
An update from the JOHCM UK Dynamic team in a month when investors had to contend with unprecedented conditions.
Rachel Reutter and Michael Ulrich, co-managers of the JOHCM UK Opportunities Fund, welcome an end to the years of companies as cash machines.
Q1 review: In the midst of chaos, there is also opportunity.
We previously wrote that "banks generally carry a triple threat in this environment". We now update that to four threats.
Its not all doom and gloom: the latest thinking from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
The very latest thinking and portfolio changes from the JOHCM UK Opportunities team.
An update from James and Clive in a dramatic month which saw one of the fastest stock market falls in history.
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