An Overview

A quality focus with valuation discipline

The J O Hambro Global and International Opportunities strategies specialise in uncovering and capitalising on market opportunities that often go unnoticed by other investors. Our investment philosophy is designed to identify undervalued assets with significant growth potential, aiming to build a diversified portfolio that balances both growth and stability. A differentiated definition of quality allows us to see under-appreciated franchise value in market segments typically under-represented both in the index and in other global portfolios. A willingness to invest in cyclical and capital-intensive businesses and the avoidance of sector biases leads to a highly differentiated holdings profile, delivering significant diversification benefits relative to conventional global equity portfolios.

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Video Series

International Market Insights

Our latest video series, “A Focus on Japan”, offers fresh perspectives on Japan's evolving investment landscape. Join J O Hambro experts as they explore why Japan is set for a comeback and uncover the overlooked opportunities in this new era of growth.
REFORM & RECOVERY
Are global investors overlooking Japan? Over the past three decades, the Asian market has effectively laid dormant. But recent structural changes may be stirring a sleeping giant back to consciousness. Following a loss of confidence from its heyday as a force in consumer electronics, it appears Japan’s headwinds are turning into tailwinds — kicking off a new capital cycle in listed real assets. We explore Japan’s transformation on the global stage and how these changes pose new opportunities for investors.
THE NEW CAPITAL CYCLE
Following fizzling interest in the decades since Japan first introduced the Sony Walkman or LCD flatscreens, the market seems poised for a comeback. Historically, Japan gained accolades for its ability to drive down labor costs and push the bounds of efficiency through automation. That all changed when other Asian players entered, then dominated the game. Now, a global shift away from China, new infrastructure investments, and a renewed focus on emerging technologies are once again perking up investors’ ears.
THE PURSUIT OF VALUE
Japan is shedding its conservative nature in a bid to woo global investors. It’s a bold step for a country burned in the past; market crashes and difficult times created a sleepy, risk-averse environment rarely geared toward shareholders. Yet emerging tailwinds within the capital cycle is pushing Japanese companies to rethink their hands-off approach. Will it work? We share why the Asian market is on a growth path — and how investors are awakening to the benefits.
THE OLD WORLD AND THE NEW
In what could be indicative of disaster or progress, a leading indicator of the Japanese stock market has overcome a decades-long slump to achieve the same level it previously achieved in … 1989. It’s a long runway for investors. But recent tailwinds and advancements in automation, semiconductors, and AI technology are poised to help the market take off running. It appears Japan is shedding its old-world industries in favor of the new. Our experts see value in investing in Japan’s core industries and share why other industries could return Japan to the global stage.

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