JOHCM Global Emerging Markets Opportunities Fund Q4 2020 Update
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.
Recorded
Jan 21 2021
16 mins
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Presented by
James Syme and Paul Wimborne
James Syme and Paul Wimborne
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JOHCM UK Opportunities Fund Q1 2021 Update May 6 2021 10:00 am UTC 60 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 Apr 29 2021 8:00 am UTC 60 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 Apr 28 2021 9:00 am UTC 60 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 Apr 27 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 Q1 2021 -
JOHCM Global Emerging Markets Opportunities Fund Q1 2021 Update Apr 22 2021 1:00 pm UTC 60 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 Apr 22 2021 10:00 am UTC 60 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 Apr 21 2021 10:00 am UTC 60 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 Apr 15 2021 2:00 pm UTC 60 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. -
JOHCM Global Emerging Markets Opportunities Fund Q4 2020 Update Recorded: Jan 21 2021 16 mins
James Syme and Paul WimborneJames 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. -
JOHCM Continental European Fund Q4 20 Update Recorded: Jan 18 2021 27 mins
Paul WildPaul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q4 2020 -
JOHCM European Select Values Fund Q4 2020 Update Recorded: Jan 15 2021 33 mins
Robrecht Wouters, Luis FananasRobbie 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. -
JOHCM Global Emerging Markets Opportunities Fund Q3 2020 Update Recorded: Oct 23 2020 20 mins
James Syme and Paul WimborneJames 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. -
JOHCM Asia ex Japan Fund & JOHCM Asia ex Japan Small/Mid Cap Fund Q3 2020 Update Recorded: Oct 22 2020 30 mins
Samir Mehta and Cho-Yu KooiSamir Mehta reviews the fund over the quarter. -
JOHCM UK Equity Income Fund - Q3 2020 Recorded: Oct 21 2020 54 mins
James Lowen and Clive BeaglesJames and Clive review the performance, portfolio activity and current positioning of the fund over Q3 2020.
J O Hambro Capital Management
J O Hambro Capital Management
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- Title: JOHCM Global Emerging Markets Opportunities Fund Q4 2020 Update
- Live at: Jan 21 2021 11:00 am
- Presented by: James Syme and Paul Wimborne
- From: