JOHCM Japan Fund - Q4 2016

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.

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

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.