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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James Syme, co-manager of the JOHCM Global Emerging Markets Opportunities Strategy, reviews the Strategy's performance over Q2 2017 and provides an update on the team's outlook for the asset class and current portfolio positioning
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.