A View from Asia

Quarantine musings from Samir Mehta, manager of the JOHCM Asia ex Japan Fund. 

  • Samir Mehta
22 Jun 2021
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View PDF   Download PDF  
  • In my view, modelling macroeconomic trends is no different than flipping a coin.
  • Understanding a business, deciphering management’s ability to navigate disruption and then trying to forecast the trajectory of that business is relatively easier.
  • Well managed companies remain in style long after fads fade.


Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The Fund’s investments may 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. 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.

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