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.
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.
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.