JOHCM UK Dynamic Fund Q1 2020 Update
Senior Fund Manager, Alex Savvides reviews the performance, portfolio activity and current positioning of the fund after a dramatic Q1 2020 dominated by the Coronavirus-driven market sell-off.
Recorded
Apr 28 2020
51 mins
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Presented by
Alex Savvides
Alex Savvides
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JOHCM UK Dynamic Fund Q2 2021 Update Jul 29 2021 10:00 am UTC 60 mins
Alex SavvidesSenior Fund Manager Alex Savvides reviews the performance, portfolio activity and positioning of the fund over Q2 2021. -
JOHCM Continental European Fund Q2 2021 Update Jul 28 2021 10:00 am UTC 60 mins
Paul WildSenior Fund Manager Paul Wild reviews the performance, portfolio activity and positioning of the fund over Q2 2021. -
JOHCM UK Equity Income Fund Q2 2021 Update Jul 26 2021 10:00 am UTC 60 mins
Clive Beagles and James LowenSenior Fund Managers Clive Beagles and James Lowen review the performance, portfolio activity and positioning of the fund over Q2 2021. -
JOHCM European Select Values Fund Q2 2021 Update Recorded: Jul 22 2021 26 mins
Robbie Wouters and Luis FananasFund Managers Robbie Wouters and Luis Fananas review the performance, portfolio activity and positioning of the fund over Q2 2021. -
JOHCM Asia ex Japan Fund & JOHCM Asia ex Japan Small/Mid Cap Fund Q2 2021 Update Recorded: Jul 20 2021 40 mins
Samir Mehta and Cho-Yu KooiFund Managers Samir Mehta and Cho-Yu Kooi review the performance, portfolio activity and positioning of the funds over Q2 2021. -
JOHCM Global Emerging Markets Opportunities Fund Q2 2021 Update Recorded: Jul 15 2021 22 mins
James Syme and Paul WimborneSenior Fund Managers James Syme and Paul Wimborne review the performance, portfolio activity and positioning of the fund over Q2 2021. -
JOHCM UK Opportunities Fund Q1 2021 Update Recorded: May 6 2021 30 mins
Michael UlrichSenior Fund Manager Michael Ulrich reviews the performance, portfolio activity and positioning of the fund over Q1 2021 -
JOHCM Asia ex Japan Fund & JOHCM Asia ex Japan Small/Mid Cap Fund Q1 2021 Update Recorded: Apr 29 2021 31 mins
Samir Mehta and Cho-Yu KooiSenior Fund Managers Samir Mehta and Cho-Yu Kooi review the performance, portfolio activity and positioning of the funds over Q1 2021 -
JOHCM Japan Fund Q1 2021 Update Recorded: Apr 28 2021 24 mins
Scott McGlashan and Ruth NashSenior Fund Managers Scott McGlashan and Ruth Nash review the performance, portfolio activity and positioning of the fund over Q1 2021 -
JOHCM UK Equity Income Fund Q1 2021 Update Recorded: Apr 27 2021 43 mins
Clive Beagles and James LowenSenior Fund Managers Clive Beagles and James Lowen review the performance, portfolio activity and positioning of the fund over Q1 2021 -
JOHCM Global Emerging Markets Opportunities Fund Q1 2021 Update Recorded: Apr 22 2021 21 mins
James Syme and Paul WimborneSenior Fund Managers James Syme and Paul Wimborne review the performance, portfolio activity and positioning of the fund over Q1 2021 -
JOHCM UK Dynamic Fund Q1 2021 Update Recorded: Apr 22 2021 33 mins
Alex SavvidesSenior Fund Manager Alex Savvides reviews the performance, portfolio activity and positioning of the fund over Q1 2021 -
JOHCM Continental European Fund Q1 21 Update Recorded: Apr 21 2021 22 mins
Paul WildPaul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q1 2021 -
JOHCM European Select Values Fund Q1 2021 Update Recorded: Apr 15 2021 41 mins
Robrecht Wouters and Luis FananasSenior Fund Managers Robbie Wouters and Luis Fananas review the performance, portfolio activity and positioning of the fund over Q1 2021 -
JOHCM UK Growth Fund February 2021 Update Recorded: Feb 11 2021 42 mins
Mark Costar and Vishal BhatiaMark Costar and Vishal Bhatia co-managers of the JOHCM UK Growth Fund, reviews the performance, portfolio activity and current positioning of the fund. -
JOHCM UK Opportunities Fund February 2021 update Recorded: Feb 3 2021 31 mins
Rachel Reutter, Michael UlrichRachel and Michael will give an update on fund activity and the wider investment backdrop in UK large cap equities. They will be focusing on societal and political shifts and how they are positioning the fund to benefit from key tailwinds. -
JOHCM Japan Fund Q4 2020 Update Recorded: Jan 29 2021 35 mins
Scott McGlashan and Ruth NashRuth Nash and Scott McGlashan reviews performance and portfolio activity of the Fund over Q4 2020. -
JOHCM UK Dynamic Fund Q4 2020 Update Recorded: Jan 28 2021 60 mins
Alex SavvidesSenior Fund Manager, Alex Savvides reviews the performance, portfolio activity and current positioning of the fund over Q4 2020 -
JOHCM UK Equity Income Fund - Q4 2020 Recorded: Jan 26 2021 51 mins
James Lowen and Clive BeaglesAfter a better quarter for the Fund, James and Clive will look ahead to the world post-vaccine, Brexit and Trump, asking whether inflation may rise from its long slumber. They will also share how the portfolio is positioned for 2021, discuss the growth they see embedded in the Fund within the value part of the market and examine the prospects for a recovery in dividends. -
JOHCM Asia ex Japan Fund & JOHCM Asia ex Japan Small/Mid Cap Fund Q4 2020 Update Recorded: Jan 25 2021 27 mins
Samir Mehta and Cho-Yu KooiSamir Mehta reviews the fund over the quarter.
J O Hambro Capital Management
J O Hambro Capital Management
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- Title: JOHCM UK Dynamic Fund Q1 2020 Update
- Live at: Apr 28 2020 2:00 pm
- Presented by: Alex Savvides
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