JOHCM UK Equity Income Fund - Q3 2016

Paul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q1 2020

James and Clive review the performance, portfolio activity and current positioning of the fund after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off.

Senior Fund Manager, Alex Savvides reviews the performance, portfolio activity and current positioning of the fund after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off.

Senior Fund Manager, Ruth Nash reviews the performance, portfolio activity and current positioning of the funds after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off.

Samir Mehta reviews the fund over the quarter and the recent Coronavirus pandemic.

Giorgio Caputo and Lale Topcuoglu, co-managers of the JOHCM Global Income Builder Fund, review the performance, portfolio activity and current positioning of the Fund after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off and examine what the pandemic means for the global income markets.

James Syme, co-manager of the JOHCM Global Emerging Markets Opportunities Fund, reviews the performance, portfolio activity and current positioning of the Fund after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off and examines what the pandemic means for emerging markets.

Robbie Wouters, co-manager of the JOHCM European Select Values Fund and JOHCM European Concentrated Value Fund, reviews the performance, portfolio activity and current positioning of the funds after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off.

Christopher Lees, manager of the JOHCM Global Select Fund, reviews the performance, portfolio activity and current positioning of the Fund after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off.

To help make sense of the current market gyrations and what they mean for the JOHCM UK Equity Income, James Lowen and Clive Beagles will discuss current market conditions, the team’s sector focus and recent portfolio changes. They will also highlight the balance sheet strength running through the Fund and its compelling valuation base, as well as give an update on the prospects for the Fund dividend.

Alex Savvides discusses current market conditions, Fund performance, liquidity, capital allocation and gives his outlook for the Fund and the wider market.

We invite you to join us for a live webinar with our Global and Emerging Markets Fund Managers as they discuss the implications of the Coronavirus on financial markets.

Alex reviews a positive quarter for the Fund built on stock selection.

James and Clive discuss the Fund’s strong showing in Q4 and why they feel there is further outperformance to come.

Samir Mehta reviews the fund over the quarter and the recent Coronavirus pandemic.

James Syme and Paul Wimborne give their country-led take on what happened to emerging markets and their portfolio over the last quarter

Paul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q4 2019.

Ruth Nash reviews a quarter that saw a welcome recovery in ‘value’ stocks in December

The Fund Manager of the JOHCM European Select Values Fund, will review the performance and portfolio activity of the Fund over Q4 2019.