"Beware good houses in bad neighborhoods..."
Christopher Lees, Senior Fund Manager of JOHCM Global Select Strategy, provides a perspective into year-to-date performance, analysis of the current market environment and a deep dive look into the top-down scorecard
1. Capital Expenditures (Capex) - funds used by a company to acquire, upgrade, and maintain physical assets such as property, plants, buildings, technology, or equipment.
Chris Lees and Nudgem Richyal are senior fund managers on JOHCM Globlal Select Fund. For more information on the fund, click below.
|Learn more about the JOHCM Global Select Fund|
The views expressed are those of the portfolio managers as of June 2022 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
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