Emerging Markets Spotlight
The Emerging Markets Opportunities team highlight one of their strongest conviction ideas.
A View from Asia
What is the zeitgeist of today? Are we heading towards a utopian or an Orwellian world?
UK Equity Income Bulletin
Fund Managers James Lowen and Clive Beagles give a Fund update in a more positive month for UK economic data.
Emerging Markets Spotlight
Observations on some interesting differences between inflation dynamics in major Latin American countries.
Under the Bonnet
An update on the market backdrop and portfolio holdings over July from the JOHCM UK Dynamic team.
A View from Asia
Samir highlights a recent portfolio addition, Manappuram Finance, a gold loan provider in India.
UK Equity Income Bulletin
A portfolio update in what was a difficult and disappointing month for the Fund.
A spotlight on our small caps
We provide some bottom-up granularity on our small cap exposure.
Emerging Markets Spotlight
A top-down look at the countries the JOHCM Global Emerging Markets Opportunities team are avoiding.
A View from Asia
Observations, insights and a look to the future from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
Under the Bonnet
A roundup of portfolio newsflow covering June from Alex Savvides, manager of the JOHCM UK Dynamic Fund.
JOHCM UK Equity Income Fund Dividend Update
Latest guidance on the Fund dividend from James Lowen and Clive Beagles.
UK Equity Income Bulletin
A portfolio update from James and Clive in a month which saw a brief value rally.
Europe three months on – a steadier ship
The JOHCM Continental European Fund team point to signs of encouragement in European markets and economies.
The Value Puzzle
James and Clive break the portfolio down into its sector pieces, highlighting the tremendous value across the Fund.
Emerging Markets Spotlight
The US hegemon versus the Chinese challenger: echoes of history
A View from Asia
Meituan Dianping: the Chinese food delivery service that holds lessons for companies overseas.
Under the Bonnet
The last week of the month saw the first signs of an unwind in excessively bearish analyst and investor sentiment.
UK Equity Income Bulletin
James Lowen and Clive Beagles review their fund’s performance in May, a month which saw the recovery in global stock markets continue.
Positioned for recovery
An update from James and Clive on the Fund's recent performance and their current positioning.
Emerging Markets Spotlight
Emerging markets to avoid: the JOHCM Global Emerging Markets Opportunities team provide their top down analysis.
Under the Bonnet
Alex and Tom provide a portfolio update in a month where equity markets retraced some of their previous month’s losses.
A View from Asia
Samir's thoughts on the three stages of the pandemic and the companies benefiting.
UK Equity Income Bulletin
The latest Bulletin from James and Clive with a comprehensive Fund dividend update.
Assessment of Value Report
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.
Under the Bonnet
An update from the JOHCM UK Dynamic team in a month when investors had to contend with unprecedented conditions.
Management behaving better
Rachel Reutter and Michael Ulrich, co-managers of the JOHCM UK Opportunities Fund, welcome an end to the years of companies as cash machines.
Global Value and Income Dispatch
Q1 review: In the midst of chaos, there is also opportunity.
Emerging Markets Spotlight
We previously wrote that "banks generally carry a triple threat in this environment". We now update that to four threats.
A View from Asia
Its not all doom and gloom: the latest thinking from Samir Mehta, manager of the JOHCM Asia ex Japan Fund.
Time to adapt
The very latest thinking and portfolio changes from the JOHCM UK Opportunities team.
UK Equity Income Bulletin
An update from James and Clive in a dramatic month which saw one of the fastest stock market falls in history.