JOHCM Japan Fund - Q4 2016

Alex Savvides reviews the drivers of the Fund’s strongest quarterly performance since Q1 2018

Paul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q3 2019.

Samir Mehta reviews a strong quarter for the fund

The Fund Manager of the JOHCM European Select Values Fund, will review the performance and portfolio activity of the Fund over Q3 2019.

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

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

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.

Co-managers James Lowen and Clive Beagles review the Fund's quarterly performance and portfolio activity, as well as current portfolio positioning.

Paul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q2 2019.

Scott McGlashan and Ruth Nash, co-managers of the JOHCM Japan Fund and the JOHCM Japan Dividend Growth Fund, reviews performance and portfolio activity of the Fund over Q2 2019

Alex Savvides, manager of the JOHCM UK Dynamic Fund, reviews performance and portfolio activity of the Fund over Q2 2019.

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.

The Fund Managers of the JOHCM European Select Values Fund, review performance and portfolio activity of the Fund over Q2 2019

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.

Please join us for our webinar to hear Michael and Rachel’s thoughts on the investment backdrop and for an update on holdings within the fund.

Co-managers James Lowen and Clive Beagles review the Fund's quarterly performance and portfolio activity, as well as current portfolio positioning.

Scott McGlashan and Ruth Nash, co-managers of the JOHCM Japan Fund and the JOHCM Japan Dividend Growth Fund, reviews performance and portfolio activity of the Fund over Q1 2019

Paul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q1 2019.

Senior Fund Manager of the JOHCM European Select Values Fund, reviews performance and portfolio activity of the Fund over Q1 2019