Think like a scientist - but which one and when?

Updated probability-based scenario analysis from the JOHCM Global Select team

  • Christopher Lees
  • Nudgem Richyal
19 Mar 2020
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View PDF   Download PDF  
  • In the last few weeks it has become clear that Asia mostly learned the lessons of SARS while Europe and the US did not; we’ve updated our probability-adjusted scenario analysis.
  • It is worth remembering at very difficult times like these we have a time-tested decision-making approach wrapped around our 4-Dimensional investment process.
  • By thinking differently and adapting to changes, as scientists would, we have been able to protect our clients’ capital in a relative sense during most major crises over the last 20 years.


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. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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