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Inflation, Special Purpose Acquisition Companies (SPACs), ESG and valuation bubbles - the UK Opportunities team provide a quarterly update.
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.
Three topics that have been dominating the thoughts and actions of the JOHCM UK Opportunities team over the last quarter.
An October update from Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities Fund.
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