InvestmentEurope’s Stockholm Forum 2017 has kicked off at the Grand Hotel in Stockholm with presentations from Artisan Partners, Fisch Fund Services, JO Hambro Capital Management Group, Jupiter Asset Management, Liontrust and Mirabaud Asset Management. Topics covered include global equities, high yield, emerging market equities, and sustainable investments. Key points from the event are being tweeted […]
In the past four years, Malaysia has gone through its fair share of problems: the commodities sell-off hurt exports and led to a decline in the country’s current account surplus; the woes of the 1MDB scandal caused investors to lose confidence in the country, leading to capital flight; and, after 2013, the Federal Reserve signaled […]
We think getting the country calls right is the biggest driver of successful investment in emerging markets. In our experience as investors, emerging markets go right or wrong at the country level, a view backed up by academic research. Through a top-down process that focuses on growth, liquidity, currency, management/politics and valuations, we produce monthly […]
Ben Leyland, senior fund manager at J O Hambro Capital Management is attending the Stockholm Forum 2017 to speak on quality value investing. The event takes place 28 November at the Grand Hotel in the Swedish capital, targeting some 25 locally based fund selectors with boardroom sessions and networking opportunities. Leyland is set to discuss […]
J O Hambro Capital Management (JOHCM) strengthened its UK intermediary sales team with the appointments of Helme Harrison and Bryan Horne as sales managers, reporting to Gavin White, head of UK intermediary sales. Harrison joined JOHCM in June and is working with White on coverage of London-based discretionary wealth managers. She joined from BNY Mellon, […]
Investment boutique Jo Hambro Capital Management (JOCHM) has appointed Jasmeet Munday as an analyst on its Global Opportunities team. Munday will work closely alongside supporting fund managers Ben Leyland and Robert Lancastle. He joins from Fidelity International, where he covered European large-cap capital goods stocks in his role as Equity research analyst. Prior to joining […]
J O Hambro Capital Management (JOHCM) has announced the launched the JOHCM European Concentrated Value Fund. Managed by Robrecht Wouters, who will work alongside recently-recruited Luis Faňanas, the European Concentrated Value (ECV) strategy represents a concentrated, large-cap extension of Wouters’s existing all-cap European Select Values strategy (ESV). According to JOHCM, it has been launched in […]
Investment boutique boutique J O Hambro Capital Management (JOHCM) has recruited Luis Faňanas as senior analyst ahead of the launch of its European Concentrated Value (ECV) strategy later this month. The ECV strategy, which will launch on 15 March, is aimed at complementing JOHCM’s existing European Select Values (ESV) strategy managed by Robrecht Wouters. Faňanas […]
JO Hambro Capital Management (JOHCM) has announced the launch of the JOHCM US small/mid cap Equity Fund. The launch follows the appointment of portfolio managers Thorsten Becker, Arun Daniel and Vincent Rivers and trader Eric Yi earlier this year. Gavin Rochussen, CEO, said:”This fund increases the currently limited options for UK-based investors to invest in […]
Spanish equity manager Iván Martín Aránguez has left Santander Asset Management after two years to start his own project. The equity manager joined Santander AM in 2012 from Aviva Gestión, where he had worked for six years. According to the local press, Martín Aránguez will be launching his own Madrid-based boutique, which will have in […]
The investment management boutique J O Hambro Capital Management (JOHCM) has announced the launch of the Japan Dividend Growth Fund on Monday, 31st March.
Investment management boutique J O Hambro Capital Management (JOHCM) has announced its intention to launch a new fund targeting Japan’s growing dividend culture.