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After years of tech dominance in the U.S. equity market, a return to fundamentals is pushing new growth opportunities into fruition. J O Hambro Capital Management’s Ben Leyland and Robert Lancastle explain what’s behind the pendulum swing — and why investing in underappreciated companies could spell higher returns on the horizon.
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JOHCM Global Opportunities Fund_Remembering the ‘Forgotten Middle’
How to beat the investment machines? Chris Lees, manager of the the JOHCM Global Equity Fund, discusses the change in investment process in recent years.
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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