Name: JOHCM Global Select Fund Q1 2020 update
Start: 2020-04-07T07:30:00Z
End: 2020-04-07T07:30:58.000Z
Location: BrightTALK
Rating: 4

A new narrative is building around change and opportunity in Europe, the story of a re-energised, forward-looking economy – where’s the value, where’s the growth?

Two Europes – Value and Change in European Equities

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q1 2024 and outline the positioning of the fund.

JOHCM UK Equity Income Fund Q1 2024 Update

From GLP-1 to individualised gene therapies, healthcare is back in the story. But in a fast-moving and differentiated market, selection is everything.

Health Is Wealth

Trillions of new spending is being poured into renewal and expansion of critical physical infrastructure. Investors need to be ready to pick the best opportunities.

The Big Spend – Investing in the Real World

Senior Fund Managers Mark Costar & Vishal Bhatia will be discussing the funds performance, positioning and outlook.

JOHCM UK Dynamic Insight & Outlook

Falling rates should trigger a UK rally – will you go for yield or for high-growth technology?

Trigger Warning – the Rush for Post-Peak UK

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q4 2023 and outlines the positioning of the fund.

JOHCM UK Equity Income Fund Q4 2023 Update

Fund Managers Robbie Wouters and Luis Fananas review the performance and activity over Q4 2023, and outlines the positioning of the fund.

JOHCM European Select Values Fund Q4 2023 Update

Join Tim Crockford, Head of Equity Impact Solutions, as he reflects on the first three years of the strategy's contribution to the evolution of impact investing, its current dynamic and outlook for the future.

Celebrating 3 Years of Regnan Global Equity Impact Solutions

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?

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q3 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 Q3 2023, and outlines the positioning of the fund.

JOHCM UK Dynamic Fund Q4 2023 Update

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.

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.

JOHCM Global Select Fund Q1 2020 update

JOHCM

Global

Equities

Christopher Lees

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European Investors

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JOHCM Global Select Fund Q1 2020 update

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