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Under the Bonnet

A monthly roundup from the JOHCM UK Dynamic team in a month where markets were buoyed by extraordinarily strong economic data. 

  • Alex Savvides
  • Tom Matthews
13 May 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • Buoyed by economic data showing an extraordinarily strong and synchronised global recovery, equity markets moved higher in April.
  • Stock specific news flow for the Fund’s holdings remained strong although this did not necessarily translate into share price movements, highlighting the latent potential for outperformance going forward.

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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