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Coronavirus: indiscriminate selling makes for opportunity

Thoughts on the coronavirus and the subsequent market correction from the JOHCM Global Select Fund team. 

  • Christopher Lees
  • Nudgem Richyal
02 Mar 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • The Fund outperformed the index in February, a month dominated by the coronavirus-driven market correction.
     
  • Our relative outperformance was mainly because the primary market trends have remained intact despite the sell-off (’growth’ over ’value’, ‘quality’ over ‘cyclicals’).
     
  • We are keeping our powder dry whilst actively looking for 'early Christmas presents' in new growth areas like 'clean & green'.

Disclaimer

Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. 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. 

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