Name: JOHCM Japan Fund Q4 2019 Update
Start: 2020-01-28T15:00:00Z
End: 2020-01-28T15:00:21.000Z
Location: BrightTALK
Rating: 4

Where are investors capturing the fastest growth phases of future market leaders?

When Small Goes Big

Do investors need to look for alternatives to China... and if they do, where are they?

Out of China…into Where?

Probabilistically forecasting company emissions

Horizon

Tech is back in favour, led by surging interest in generative AI. But while the focus of attention is on the US mega-caps, there hidden opportunities in the UK, often on compelling valuations.

UK Tech: From Disruption to Dominance

Senior Fund Manager Paul Wild reviews the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM Continental European Fund Q3 2023 Update

Fund Managers Robbie Wouters and Luis Fananas review the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM European Select Values Fund Q3 2023 Update

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM UK Equity Income Fund Q3 2023 Update

Senior Fund Manager Alex Savvides reviews the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM UK Dynamic Fund Q3 2023 Update

Senior Fund Manager Michael Ulrich reviews the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM UK Opportunities Fund Q3 2023 Update

Reviewing the funds performance and activity over the first half of the year.

Asia Ex Japan Fund Update

UK companies source their earnings from around the world. Why are they valued at a discount?

Global income at a UK discount

6 Different Opportunities in Business Change

Creating Value Through Transformation

How should investors protect themselves against recession while positioning for recovery?

A Route Through Recession

The stunning potential of artificial intelligence has upended markets, setting off a powerful – but narrow – rally in equities. Ben Leyland, senior fund manager, JOHCM Global Opportunities, talks through what investors need to know.

AI: Triumph or Terror?

UK equities or global? Is one better than the other or are they just different? Two leading active equity fund managers, Alex Savvides and Robert Lancastle, offer insight on where they take risk and where they expect to find value.

The Asset Allocation Nightmare: UK, Global or Both?

Fund Managers Robbie Wouters and Luis Fananas review the performance and activity over Q1 2023, and outlines the positioning of the fund for 2023

JOHCM European Select Values Fund Q2 2023 Update

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q1 2023, and outlines the positioning of the fund for 2023.

JOHCM UK Equity Income Fund Q2 2023 Update

Senior Fund Manager Michael Ulrich reviews the performance and activity over Q1 2023, and outlines the positioning of the fund for 2023.

JOHCM UK Opportunities Fund Q2 2023 Update

Ruth Nash reviews a quarter that saw a welcome recovery in ‘value’ stocks in December

JOHCM Japan Fund Q4 2019 Update

JOHCM

Japan

Dividend Growth

J O Hambro Capital Management

Ruth Nash

Japanese Stocks

Q4 19

Value Stocks

JOHCM Japan Fund

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JOHCM Japan Fund Q4 2019 Update

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