Under the Bonnet

The third quarter saw good strategic progress, strong results and interesting M&A activity for the JOHCM UK Dynamic portfolio.

  • Alex Savvides
19 Oct 2021
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View PDF   Download PDF  
  • The macro debate over the month remained dominated by supply chain disruption, employee shortages and resulting inflation fears both real and expected.
  • The Fund suffered a poor month in September with the portfolio affected by the energy crisis, commodity price declines and subdued performance from a number of our larger positions. 


For professional investors only. This is a marketing communication. 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. Information on the rights of investors can be found here.

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