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.
Ben Leyland, manager of the JOHCM Global Opportunities Fund, discusses why the fund's commitment to capital preservation means he and co-manager Robert Lancastle are prepared to hold cash when compelling opportunities are limited. Ben also explains why he thinks investors' ‘fear of missing out’ leads to inappropriate risk-taking and gives his outlook for the second half of 2019.