Search

JOHCM UK Equity Income Fund Q3 2023 Update

Clive Beagles and James Lowen

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2023, and outlines the positioning of the fund.

2 months ago 45 mins

Global income at a UK discount

Clive Beagles, Senior Fund Manager, JOHCM UK Equity Income

UK companies source their earnings from around the world. Why are they valued at a discount?

3 months ago 25 mins

JOHCM UK Equity Income Fund Q2 2023 Update

Clive Beagles and James Lowen

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q1 2023, and outlines the positioning of the fund for 2023...

5 months ago 46 mins

Regional Cloud Ecosystems – Does Data Sovereignty Matter Anymore?

Alex Hilton - CEO, Cloud Industry Forum, Clive Finlay - Broadcom, Kuldip Sangha - OVHcloud, Frank Jennings - Teacher Stern

Join Alex Hilton, CEO of Cloud Industry Forum and guests for episode 40 of Digital Transformation in Action, as they discuss regional cloud ecosystems...

5 months ago 49 mins

JOHCM UK Equity Income Fund Q2 2022 Update

Clive Beagles and James Lowen

Senior Fund Managers Clive Beagles and James Lowen review the performance, portfolio activity and positioning of the fund over Q2 2022.

1 year ago 36 mins

JOHCM UK Equity Income Fund Q1 2023 Update

Clive Beagles and James Lowen

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q4 2022, and outlines the positioning of the fund for 2023...

8 months ago 42 mins

Commodities in Focus

Jim Rogers, Clive Hale, Chief Strategist, Albemarle Street Partners, and Tim Harvey, CEO, NTree International

Jim Rogers and Clive Hale discuss 1. Factors affecting commodity markets including the war in Ukraine, the energy transition and the drive towards dec...

10 months ago 45 mins

JOHCM UK Equity Income Fund Q4 2021 Update

Clive Beagles and James Lowen

Senior Fund Managers Clive Beagles and James Lowen review the performance, portfolio activity and positioning of the fund over Q4 2021.

2 years ago 47 mins

JOHCM UK Equity Income Fund Q3 2022 Update

Clive Beagles and James Lowen

Senior Fund Managers Clive Beagles and James Lowen review the performance, portfolio activity and positioning of the fund over Q3 2022.

11 months ago 43 mins

JOHCM UK Equity Income Fund Q1 2022 Update

Clive Beagles and James Lowen

Senior Fund Managers Clive Beagles and James Lowen review the performance, portfolio activity and positioning of the fund over Q1 2022.

1 year ago 38 mins

Search results