Name: JOHCM UK Equity Income Fund - Q4 2020
Start: 2021-01-26T11:00:00Z
End: 2021-01-26T11:00:50.000Z
Location: BrightTALK
Rating: 4.5

Vishal Bhatia and Tom Matthews will be discussing the current positioning of the JOHCM UK Dynamic strategy and provide insights into the current UK environment and outlook.

JOHCM UK Dynamic Insight & Outlook - Q2 2025

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2025 and outline the positioning of the fund.

JOHCM UK Equity Income Fund Q2 2025 Update

JOHCM UK Dynamic Insight & Outlook

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2024 and outline the positioning of the fund.

JOHCM UK Equity Income Fund Q1 2025 Update

What are the prospects for the UK when the state is once again becoming an active player in the economy?

UK Outlook: The Radical Centre

Following an era-defining election, where should equity investors go for the best opportunities?

US Election Special: Another World Order?

Join Bertrand Lecourt, Senior Fund Manager, and Saurabh Sharma, Fund Manager as they reflect on the first three years of the strategy's evolution, its current dynamic and outlook for the future.

Regnan Sustainable Water and Waste – Celebrating 3 Years

The Asia of a decade ago is gone, remade by geopolitical alignments, deglobalisation, the great AI retooling boom, a weaker dollar and the insurgence of smaller markets. What is the new Asia going to look like?

Asia Reborn

JOHCM UK Equity Income Fund Q2 2024 Update

The UK is rich with companies driving disruption, solving problems, reinvigorating neglected opportunity and taking global market share

Hiding in Plain Sight: Profit From Quiet Disruption

What will the future of UK PLC look like in the wake of regime-change? Clive Beagles and Tom Matthews look at how political change is likely to impact the economy, and how investors in UK equities need to be positioned.

UK Election Special

Vishal Bhatia and Tom Matthews will be discussing the funds performance, positioning and outlook.

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

Why has Japan surged but not the UK? What are the signs of pending change?

Global Growth to UK Value

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

A short webinar outlining our investment philosophy and process, with discussion of the benefits to investors and key risks.

JOHCM Global Opportunities and JOHCM International Opportunities

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

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.

JOHCM UK Equity Income Fund - Q4 2020

Equity Income

JOHCM

J O Hambro Capital Management

James Lowen

Clive Beagles

UKEI

Value Stocks

UK Equities

JOHCM UK Equity Fund

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JOHCM UK Equity Income Fund - Q4 2020

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About this talk

J O Hambro Capital Management