JOHCM Global Opportunities Fund: commitment to capital preservation
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.
RecordedJul 15 20196 mins
Your place is confirmed, we'll send you email reminders
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.
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.