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Core thoughts

An October update from Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities Fund. 

  • Rachel Reutter
  • Michael Ulrich
04 Oct 2020
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View PDF   Download PDF  
  • The Fund’s outperformance in Q3 was helped by our significant deployment of cash in Q1 and Q2 into what we believe are structurally well-placed businesses.
     
  • The Fund is, we feel, well positioned against a political and economic background that seems likely to remain turbulent.

Disclaimer

For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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