JOHCM US Small Mid Cap Equity Fund - Post US election update
Boston-based managers of JOHCM’s US Small/Mid Cap Fund assess the outcomes of the closely watched US elections. They will be discussing the investment implications of a Trump presidency, drawing on their extensive sector expertise to highlight the industries and themes they believe will be most affected.
RecordedNov 10 201630 mins
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Samir Mehta, manager of the JOHCM Asia ex Japan Fund and Cho-Yu Kooi, manager of the JOHCM Asia ex Japan Small & Mid-Cap Fund discuss their investment philosophy and approach and gives their thoughts on the current outlook for the Asia region.
James Syme and Paul Wimborne, co-manager's of the JOHCM Global Emerging Markets Opportunities Strategy, review the Strategy's performance over Q2 2019 and provide an update on the team's outlook for the asset class and current portfolio positioning.