JOHCM Global Emerging Markets Opportunities Fund - Q4 2016
Paul Wimborne, co-manager of the JOHCM Global Emerging Markets Opportunities Strategy, reviews the Strategy's performance over Q4 2016 and provides an update on the team's outlook for the asset class and current portfolio positioning.
RecordedJan 25 201717 mins
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Robbie Wouters, co-manager of the JOHCM European Select Values Fund and JOHCM European Concentrated Value Fund, reviews the performance, portfolio activity and current positioning of the funds after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off.
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.