JOHCM UK Dynamic Fund Q1 2020 Update

Rachel 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.

Ruth Nash and Scott McGlashan reviews performance and portfolio activity of the Fund over Q4 2020.

Senior Fund Manager, Alex Savvides reviews the performance, portfolio activity and current positioning of the fund over Q4 2020

After 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.

Samir Mehta reviews the fund over the quarter.

James Syme reviews a strong Q4 for emerging markets and looks ahead to what 2021 might bring for the asset class as the global economy hopefully continues to recover from the pandemic shock.

Paul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q4 2020

Robbie Wouters, manager of the JOHCM European Select Values Fund (ESV) & JOHCM European Concentrated Value Fund, reviews the performance, portfolio activity and current positioning of both funds, including a particularly strong showing for ESV, looking back on a quarter where value stocks flourished on welcome vaccine news.

James Syme, co-manager of the JOHCM Global Emerging Markets Opportunities Fund, reviews the performance, portfolio activity and current positioning of the Fund over Q3 2020.

Samir Mehta reviews the fund over the quarter.

James and Clive review the performance, portfolio activity and current positioning of the fund over Q3 2020.

Ruth Nash and Scott McGlashan reviews performance and portfolio activity of the Fund over Q3 2020.

Senior Fund Manager, Alex Savvides reviews the performance, portfolio activity and current positioning of the fund over Q3 2020

Paul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q3 2020

Robbie Wouters and Luis Fananas co-managers of the JOHCM European Select Values Fund and JOHCM European Concentrated Value Fund, reviews the performance, portfolio activity and current positioning of the funds over Q3 2020

Rachel Reutter and Michael Ulrich, managers of the JOHCM UK Opportunities Fund, reviews performance and portfolio activity of the Fund over Q3 2020

Christopher Lees, manager of the JOHCM Global Select Fund, reviews the performance, portfolio activity and current positioning of the Fund after a dramatic year to date dominated by the Covid-19 crisis.

Samir Mehta reviews the fund over the quarter.

James and Clive review the performance, portfolio activity and current positioning of the fund over Q2 2020.