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.
RecordedFeb 9 201729 mins
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Christopher 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.
To 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.