JOHCM Global Opportunities Fund (ie)
Size
EUR 866.91m
Quality investing is facing renewed scrutiny as former market leaders lag and investors question its relevance. Quality remains vital but must be applied selectively. True quality lies beyond sector labels and backward-looking metrics, demanding rigorous stock selection, attention to marginal returns, and disciplined valuation in a changing economic landscape.
Global Equities
The Key Change is the Ignition of Earnings Growth - Q2 2025 Update & Outlook
Video | 08 Jul 2025
A change in the capital cycle offers investors broader market leadership opportunities and greater diversity of choice, both by sector and geography. A conversation with Ben Leyland, senior fund manager for JOHCM International Opportunities and JOHCM Global Opportunities.
Global Equities
Trade Turbulence - From Disruption to Opportunity
Webinar | 18 Jun 2025
For over a decade, the US has dominated global equity returns. As ‘American exceptionalism’ comes to an end, where should investors look for medium-term returns? What are the ex-US opportunities in developed markets, and what are the prospects in emerging markets?
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