Name: JOHCM UK Dynamic Fund Q3 2021 Update
Start: 2021-10-21T14:00:00Z
End: 2021-10-21T14:00:48.000Z
Location: BrightTALK
Rating: 4.5

Where are investors capturing the fastest growth phases of future market leaders?

When Small Goes Big

Do investors need to look for alternatives to China... and if they do, where are they?

Out of China…into Where?

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q3 2023, and outlines the positioning of the fund.

JOHCM UK Equity Income Fund Q4 2023 Update

Senior Fund Manager Alex Savvides reviews the performance and activity over Q3 2023, and outlines the positioning of the fund.

JOHCM UK Dynamic Fund Q4 2023 Update

Probabilistically forecasting company emissions

Horizon

Tech is back in favour, led by surging interest in generative AI. But while the focus of attention is on the US mega-caps, there hidden opportunities in the UK, often on compelling valuations.

UK Tech: From Disruption to Dominance

Senior Fund Manager Paul Wild reviews the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM Continental European Fund Q3 2023 Update

Fund Managers Robbie Wouters and Luis Fananas review the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM European Select Values Fund Q3 2023 Update

Senior Fund Managers Clive Beagles and James Lowen review the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM UK Equity Income Fund Q3 2023 Update

Senior Fund Manager Alex Savvides reviews the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM UK Dynamic Fund Q3 2023 Update

Senior Fund Manager Michael Ulrich reviews the performance and activity over Q2 2023, and outlines the positioning of the fund.

JOHCM UK Opportunities Fund Q3 2023 Update

Reviewing the funds performance and activity over the first half of the year.

Asia Ex Japan Fund Update

UK companies source their earnings from around the world. Why are they valued at a discount?

Global income at a UK discount

6 Different Opportunities in Business Change

Creating Value Through Transformation

How should investors protect themselves against recession while positioning for recovery?

A Route Through Recession

The stunning potential of artificial intelligence has upended markets, setting off a powerful – but narrow – rally in equities. Ben Leyland, senior fund manager, JOHCM Global Opportunities, talks through what investors need to know.

AI: Triumph or Terror?

UK equities or global? Is one better than the other or are they just different? Two leading active equity fund managers, Alex Savvides and Robert Lancastle, offer insight on where they take risk and where they expect to find value.

The Asset Allocation Nightmare: UK, Global or Both?

Fund Managers Robbie Wouters and Luis Fananas review the performance and activity over Q1 2023, and outlines the positioning of the fund for 2023

JOHCM European Select Values Fund Q2 2023 Update

Senior Fund Manager Alex Savvides reviews the performance, portfolio activity and positioning of the fund over Q3 2021.

JOHCM UK Dynamic Fund Q3 2021 Update

Capital Strategy

Investment Management

Investments

J O Hambro Capital Management

JOHCM

JOHCM UK Dynamic Fund

Performance Management

Portfolio Management

Uk Equities

United Kingdom

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

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European Investors

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JOHCM UK Dynamic Fund Q3 2021 Update

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