JOHCM Asia ex Japan Fund & Asia Small Mid Cap Fund- Q4 2016
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.
Recorded
Feb 9 2017
29 mins
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Presented by
Samir Mehta
Samir Mehta
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JOHCM Continental European Fund Q1 20 Update May 11 2020 10:00 am UTC 60 mins
Paul WildPaul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q1 2020 -
JOHCM UK Equity Income Fund - Q1 2020 Apr 30 2020 10:00 am UTC 60 mins
James Lowen and Clive BeaglesJames and Clive discuss the Fund’s strong showing in Q1 and why they feel there is further outperformance to come. -
JOHCM UK Dynamic Fund Q1 2020 Update Apr 28 2020 2:00 pm UTC 60 mins
Alex SavvidesAlex reviews a positive quarter for the Fund built on stock selection. -
JOHCM Japan Fund Q1 2020 Update Apr 27 2020 10:00 am UTC 60 mins
Scott McGlashan and Ruth NashRuth Nash reviews a quarter that saw a welcome recovery in ‘value’ stocks in Q1 20. -
JOHCM Asia ex Japan Fund & JOHCM Asia ex Japan Small/Mid Cap Fund Q1 2020 Update Apr 21 2020 9:00 am UTC 60 mins
Samir Mehta and Cho-Yu KooiSamir Mehta reviews the fund over the quarter and the recent Coronavirus pandemic. -
JOHCM Global Income Builder Fund Q1 2020 Apr 15 2020 2:00 pm UTC 60 mins
Giorgio Caputo, Lale TopcuogluThe Fund Managers of the JOHCM Global Income Builder Fund, will review the performance and portfolio activity of the Fund over Q1 2020. -
JOHCM Global Emerging Markets Opportunities Fund Q1 2020 Update Apr 14 2020 2:00 pm UTC 60 mins
James Syme, Paul WimborneJames Syme and Paul Wimborne give their country-led take on what happened to emerging markets and their portfolio over the last quarter -
JOHCM European Select Values Fund Q1 2020 Update Apr 9 2020 2:00 pm UTC 60 mins
Robrecht Wouters, Luis FananasThe Fund Manager of the JOHCM European Select Values Fund, will review the performance and portfolio activity of the Fund over Q1 2020. -
JOHCM Global Select Fund Q1 2020 update Apr 7 2020 7:30 am UTC 60 mins
Christopher LeesChristopher Lees, manager of the JOHCM Global Select Fund, reviews the performance, portfolio activity and current positioning of the Fund after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off. -
JOHCM UK Equity Income Fund: making sense of the markets Recorded: Mar 26 2020 55 mins
James Lowen and Clive BeaglesTo help make sense of the current market gyrations and what they mean for the JOHCM UK Equity Income, James Lowen and Clive Beagles will discuss current market conditions, the team’s sector focus and recent portfolio changes. They will also highlight the balance sheet strength running through the Fund and its compelling valuation base, as well as give an update on the prospects for the Fund dividend. -
JOHCM UK Dynamic Fund: Savvides takes stock Recorded: Mar 25 2020 34 mins
Alex SavvidesAlex Savvides discusses current market conditions, Fund performance, liquidity, capital allocation and gives his outlook for the Fund and the wider market. -
Coronavirus - understanding the disruption, navigating the market correction Recorded: Mar 2 2020 45 mins
Christopher Lees, Giorgio Caputo and James SymeWe invite you to join us for a live webinar with our Global and Emerging Markets Fund Managers as they discuss the implications of the Coronavirus on financial markets. -
JOHCM UK Dynamic Fund Q4 2019 Update Recorded: Feb 12 2020 51 mins
Alex SavvidesAlex reviews a positive quarter for the Fund built on stock selection. -
JOHCM UK Equity Income Fund - Q4 2019 Recorded: Feb 11 2020 39 mins
James Lowen and Clive BeaglesJames and Clive discuss the Fund’s strong showing in Q4 and why they feel there is further outperformance to come. -
JOHCM Asia ex Japan Fund & JOHCM Asia ex Japan Small/Mid Cap Fund Q4 19 Update Recorded: Feb 6 2020 29 mins
Samir Mehta and Cho-Yu KooiSamir Mehta reviews the fund over the quarter and the recent Coronavirus pandemic. -
JOHCM Global Emerging Markets Opportunities Fund Q4 19 Update Recorded: Jan 31 2020 18 mins
James Syme, Paul WimborneJames Syme and Paul Wimborne give their country-led take on what happened to emerging markets and their portfolio over the last quarter -
JOHCM Continental European Fund Q4 19 Update Recorded: Jan 29 2020 19 mins
Paul WildPaul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q4 2019. -
JOHCM Japan Fund Q4 2019 Update Recorded: Jan 28 2020 22 mins
Ruth NashRuth Nash reviews a quarter that saw a welcome recovery in ‘value’ stocks in December -
JOHCM European Select Values Fund Q4 2019 Update Recorded: Jan 27 2020 31 mins
Robrecht Wouters, Luis FananasThe Fund Manager of the JOHCM European Select Values Fund, will review the performance and portfolio activity of the Fund over Q4 2019. -
JOHCM UK Equity Income Fund - Q3 2019 Recorded: Nov 14 2019 37 mins
James Lowen and Clive BeaglesCo-managers James Lowen and Clive Beagles review the Fund's quarterly performance and portfolio activity, as well as current portfolio positioning.
J O Hambro Capital Management
J O Hambro Capital Management
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- Title: JOHCM Asia ex Japan Fund & Asia Small Mid Cap Fund- Q4 2016
- Live at: Feb 9 2017 9:00 am
- Presented by: Samir Mehta
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