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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.
Investor confidence grew in February as Covid-19 vaccination roll-outs accelerated. Alex and Tom provide a portfolio update.
Equity markets were broadly unchanged in January as exuberance over Covid-19 vaccine roll-outs was tempered by concerns for reduced efficacy.
Reflections on 2020 from the JOHCM UK Dynamic team.
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