Josh Herson appointed to JOHCM UK Equity Income Team

J O Hambro Capital Management (JOHCM) is pleased to announce the appointment of Josh Herson as  Fund Manager, effective 5 January 2026. He will join Senior Fund Managers James Lowen and Clive Beagles on the JOHCM UK Equity Income fund.

Josh joins JOHCM from Brooks Macdonald, where he served as Head of Portfolio Management.  In that role, he was responsible for managing a range of multi-asset portfolios. He was also Head of UK Equity Research, a member of the Asset Allocation Committee and sat on the Investment Committee.  Prior to Brooks Macdonald, he was a portfolio manager at Saunderson House.  He holds the Chartered Financial Analyst (CFA) designation and is also a Chartered Wealth Manager (CISI).

Clive Beagles, Senior Fund Manager, said “I am delighted that Josh is joining James and I at this time; having followed his career progress over the last few years, I know there will be a very strong cultural fit for our team. He has a genuine belief in value investing which will prove critical in navigating whatever twists and turns lie ahead of us.  I remain deeply committed to the fund and I am looking forward to working alongside Josh as he develops into a seasoned Fund Manager over the years ahead.”

James Lowen, Senior Fund Manager, added “I am pleased we have been able to attract someone of Josh’s calibre to our team. He has always stood out when we have met him as a client with detailed and incisive questions. He shares the same passion that Clive and I have for stock analysis and portfolio management. I am excited as we start 2026 given the fundamentals of the underlying companies in the Fund and the attractive value opportunity.  We look forward to growing the strategy in the years ahead with Josh as a key member of the team.”

Josh Herson said “After more than a decade investing in the UK market, I have long admired the JOHCM UK Equity Income fund as an exceptional proposition with its focus on value and dividend growth.  This is reflected in the outstanding track record James and Clive have built over the 21 years they have co-managed the fund. To join the team is a great privilege and I am particularly excited by the compelling opportunity set UK valuations continue to present and how the fund is positioned to leverage this.”

Bill Street, CEO of JOHCM, said: “I believe we have one of the strongest UK Equities desks in the market, with a combined experience of over 100 years across 6 investment professionals, and 3 funds with strong performance, including the JOHCM UK Equity Income fund, which ranks 1st in its peer group since inception[1], and the JOHCM UK Dynamic and JOHCM UK Growth funds delivering strong 1st-quartile performance since their launches.[2] Josh joining the UK equity team, with a focus on JOHCM UK Equity Income, is a positive development and enhances our position as a firm. Our UK franchise is a key focus of J O Hambro Capital Management as we look to grow the business.”

ENDS

For further information, please contact: 

Jessica Riley, Account Director, VCCP Roar

jessica.riley@vccproar.com

Michael Spring, Senior Account Manager, VCCP Roar

michael.spring@vccproar.com

NOTES TO EDITORS: 

J O Hambro Capital Management Limited 
J O Hambro Capital Management (JOHCM) is an active investment management company regulated by the UK’s Financial Conduct Authority (FCA). From London and our global offices, we manage £17 billion (as of 30 September 2025) of assets across a range of global and regional equity strategies. Our nimble teams invest with high conviction and full autonomy, able to pursue the best investment opportunities whilst being free from the bureaucratic distractions of larger investment houses.  Our parent company is Perpetual Group, an ASX-listed company headquartered in Sydney, Australia.

This press release is intended for journalists in their professional capacity and is not intended to be a financial promotion. Issued by J O Hambro Capital Management Limited. Authorised and regulated by the Financial Conduct Authority.  Authorised and regulated by the Financial Conduct Authority. Registered office: Level 3, 1 St James’s Market, London SW1Y 4AH. Issued in the European Union by Perpetual Investment Services Europe Limited (“PISEL”) which is authorised by the Central Bank of Ireland. Registered office: 24 Fitzwilliam Place, Dublin 2, Ireland D02 T296. Issued in the US by JOHCM (USA) Inc. (“JOHCMU”) Principal office: One Congress Street, Suite 3101, Boston, Massachusetts 02114. References to “JOHCM” below are to either JOHCML, JOHCMU or PISEL as the context requires. 

[1] Source: Lipper Hindsight, IA UK Equity Income sector rankings to 30 November 2025.

[2] Source: Lipper Hindsight. For JOHCM UK Dynamic Fund: Performance ranking based upon IA UK All Companies Sector to 30 November 2025. Inception date: 16 June 2008. Note: Performance data for the period 16 June 2008 to 22 October 2009 is for Ryder Court UK Dynamic Fund. From 23 October 2009 onwards, the Fund converted to JOHCM UK Dynamic Fund.  For JOHCM UK Growth Fund: Lipper Hindsight, IA UK All Companies Sector rankings to 30 November 2025.