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Three years on, five lessons learnt

Three years on from assuming co-leadership of the JOHCM UK Opportunities Fund, Rachel Reutter and Michael Ulrich reflect on five lessons learnt.

  • Rachel Reutter
  • Michael Ulrich
26 Oct 2020
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View PDF   Download PDF  

Three years on from assuming co-leadership of the JOHCM UK Opportunities Fund, Rachel Reutter and Michael Ulrich reflect on five lessons learnt:

  1. Give yourself options
  2. Don’t be lured by large dividends
  3. Structural growth is essential
  4. Why ‘Management behaving better’ matters
  5. Co-management confers benefits

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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