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This document is for professional investors only.
Source: JOHCM/Bloomberg unless otherwise stated. Issued and approved in the UK by J O Hambro Capital Management Limited (the “Investment Manager”), which is authorised and regulated by the Financial Conduct Authority. JOHCM® is a registered trademark of J O Hambro Capital Management Limited. J O Hambro® is a registered trademark of Barnham Broom Holdings Limited. Registered address: 1 St James's Market, St. James's, London SW1Y 4AH. Registered in England and Wales under No: 2176004. Telephone calls may be recorded.
In the UK, the path of Brexit may be becoming a little clearer. This has begun to manifest itself in a recovery in both the currency and selected stocks.
James and Clive provide their usual monthly portfolio review.
James and Clive provide their usual monthly bulletin on the JOHCM UK Equity Income Fund.
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