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Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Issued and approved in the UK by J O Hambro Capital Management Limited, which is authorised and regulated by the Financial Conduct Authority. JOHCM® is a registered trademark of J O Hambro Capital Management Ltd. J O Hambro® is a registered trademark of Barnham Broom Ltd. Registered in England and Wales under No: 2176004. Registered address: Level 3, 1 St James’s Market, London
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Declutering the portfolio: Samir Mehta talks about Fund positioning during a time of difficult macro-economic conditions.
Samir Mehta provides an update on portfolio positioning in the current macroeconomic climate.
Fund positioning through trade war concerns: Samir Mehta, manager of the JOHCM Asia ex Japan Fund, gives his insight.
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