For professional investors only.
In a highly correlated world of machine driven algorithms and passive flows into ETFs, owning these type of idiosyncratic stocks has become even more valuable and can make a powerful contribution to a portfolio both from a risk control and return enhancing perspective.
Disclaimer
The views expressed are those of the portfolio manager as of August 2019, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
JOHCM Global Opportunities Fund_Remembering the ‘Forgotten Middle’
An insight into the JOHCM Global Income Builder Fund - A fund for all seasons
James Syme, lead manager of the JOHCM Emerging Markets Opportunities Fund, sees three reasons why Trump’s final trade policies may be less severe than those highlighted during his campaign.
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