Who are we?
J O Hambro Capital Management (JOHCM) is an active investment management company regulated by the UK’s Financial Conduct Authority (FCA). From our offices in London, Singapore, New York, Boston, Philadelphia, Dublin, Paris and the Netherlands, we manage £20 billion 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
In 2023, Perpetual Limited – an ASX-listed, global diversified financial services company headquartered in Sydney, Australia – acquired Pendal Group Limited, including J O Hambro Capital Management, to create a global leader in multi-boutique asset management with autonomous, world-class investment capabilities and a growing leadership position in ESG.
WE MANAGE £20 bn OF ASSETS
Source: JOHCM as at As at 30 Jun 2024. Assets under management shown for our equity strategies.
Why are we different?
Aiming to be the best, not the biggest.
We want to be the best investment house, not the biggest. Growing too large can be an impediment to successful long-term investment. When funds become too big their performance can suffer from a lack of nimbleness that prevents investment in the best opportunities within the stock market, particularly within smaller, less liquid companies. By limiting how much money our fund managers manage, we can maintain our emphasis on market-leading, long-term investment performance.
We want to be the best investment house, not the biggest. Growing too large can be an impediment to successful long-term investment. When funds become too big their performance can suffer from a lack of nimbleness that prevents investment in the best
opportunities within the stock market, particularly within smaller, less liquid companies. By limiting how much money our fund managers manage, we can maintain our emphasis on market-leading, long-term investment performance.
Proven fund managers…
Our success has been founded upon recruiting experienced fund managers with proven investment pedigrees. They are attracted by our entrepreneurial approach and lack of bureaucracy, the latter enabling them to focus solely on investing without the distractions that can arise at a larger company.
…given full intellectual freedom
And our fund managers have complete investment freedom – there is no ‘house’ view on economies, markets, sectors or stocks. This leads to a diversity of views and approaches across our investment professionals and insulates us from the dangers of ‘groupthink’. This intellectual latitude and the absence of bureaucratic practices associated with many larger fund management houses has led to extremely low turnover amongst our investment professionals.
- Active equities
- Performance-driven
- Investment-led
Investment autonomy for freedom of thought
Compensation structures that aligns, motivates
and retains talent
Capacity management enhances performance
Strategy assets by region
Source: JOHCM as at As at 30 Jun 2024. Assets under management shown for our equity strategies.
Experienced portfolio managers
AVERAGE INDUSTRY EXPERIENCE
23 YEARS
10 YEARS
ON AVERAGE WORKING TOGETHER AT JOHCM
40
INVESTMENT
PROFESSIONALS
As at 30 Jun 2024
Our history
1993
to
2011
- J O Hambro Capital Management (JOHCM) founded by Jamie Hambro and Christopher Mills
- Long-only equities business launched: JOHCM established its first OEIC funds
- Assets under management passed through £5 billion
- JOHCM's long-only equities business acquired by Australian-listed BT Investment Management
- Singapore office opened
2012
to
2019
- Assets under management passed through £10 billion
- Investment office opened in New York
- JOHCM's US mutual funds range launched
- Investment office opened in Boston
- Assets under management passed through £15 billion
- JOHCM wins 'Outstanding Investment House' category at Morningstar OBSR (UK) awards
- First multi-asset fund launched – JOHCM Global Income Builder Fund
- Alexandra Altinger appointed CEO – UK, Europe & Asia
2020
to
Present
- Launch of the Regnan Global Equity Impact Solutions Fund
- Launch of the Regnan Sustainable Water and Waste Strategy
- Sustainable Investment Team established
- Andrew Parry appointed Head of Investments
- Support The Diversity Project. Alexandra Altinger member of CEO Advisory Council
- Membership to the Investment20/20 Programme
- Support the #10000BlackInterns Programme by paid internships
- Partnered with RedStart UK to improve social mobility and financial education
- The 2 Minute Foundation corporate partner announcement
- Acquired by Perpetual Limited, as ASX-listed, global diversified financial services company headquartered in Sydney, Australia
