Our people : J O Hambro Capital Management J O Hambro Capital Management (JOHCM)

Clive Beagles

Senior Fund Manager

Biography

Vishal Bhatia

Senior Fund Manager

Biography

Roshni Bolton

Analyst

Biography

Mark Costar

Senior Fund Manager

Biography

Stephanie Geary

Analyst

Biography

James Lowen

Senior Fund Manager

Biography

Tom Matthews

Analyst

Biography

Rachel Reutter

Senior Fund Manager

Biography

Alex Savvides

Senior Fund Manager

Biography

Siddharth Sukumar

Analyst

Biography

Michael Ulrich

Senior Fund Manager

Biography

Clive Beagles

Senior Fund Manager

32 years' industry experience, joined JOHCM in Sep 2004.

Clive co-manages the JOHCM UK Equity Income Fund, alongside James Lowen, and is one of the UK’s most highly respected equity income managers. Prior to joining JOHCM, Clive worked at Newton Investment Management as Investment Leader, UK Equities and managed the successful Newton Higher Income Fund for three years. Clive holds a BA (Hons) in Economics and is an associate member of the Institute of Investment Management and Research.

Vishal Bhatia

Senior Fund Manager

17 years' industry experience, joined JOHCM in Aug 2007.

Vishal is a Senior Fund Manager for the JOHCM UK Growth Strategy. Prior to joining JOHCM, Vishal worked at Merrill Lynch as a European Telecommunications Equipment Analyst. Vishal holds a BSc in Accounting and Finance from the London School of Economics and Political Science and is a CFA Charterholder.

Roshni Bolton

Analyst

8 years' industry experience, joined JOHCM in Feb 2018.

Roshni is an Analyst on the JOHCM UK Opportunities Fund. Prior to joining JOHCM, she served as an Equity Research Analyst at Soditic Asset Management and spent two years at Deutsche Bank as a Corporate Finance Analyst on the UK Coverage Team. Roshni holds a degree in Economics from the London School of Economics and is a CFA Charterholder.

Mark Costar

Senior Fund Manager

29 years' industry experience, joined JOHCM in Aug 2001.

Mark is Senior Fund Manager of the JOHCM UK Growth Strategy which he has managed since its launch in 2001. Prior to joining JOHCM, Mark spent nine years at Clerical Medical Investment Group, where he was responsible for managing approximately £2 billion. He managed the Clerical Medical UK Growth Fund from July 1996. Mark holds a BSc (Hons) in Industrial Economics from the University of Warwick.

Stephanie Geary

Analyst

15 years' industry experience, joined JOHCM in Aug 2008.

Stephanie joined the UK Dynamic team in October 2020, having previously held a number of quantitatively focussed roles within JOHCM. She most recently held the position of Investment Analyst from 2019, supporting JOHCM’s Investment Director and the wider investment team with analytical solutions and new product development. Prior to this, Stephanie was a member of JOHCM’s Risk team from 2013, holding the roles of Portfolio Risk Manager and Senior Risk Analyst. Stephanie joined JOHCM in 2008 from Jupiter Asset Management as a Senior Performance Analyst. She holds the Investment Management Certificate, the Financial Risk Manager (FRM) designation and is a CFA Charterholder.

James Lowen

Senior Fund Manager

27 years' industry experience, joined JOHCM in Sep 2004.

James co-manages the JOHCM UK Equity Income Fund, alongside Clive Beagles. James is a qualified Chartered Accountant and joined Newton Investment Management in 1998 as a member of their Research Department. James holds a first class degree in Economics from the University of Exeter and is an associate member of the Institute of Investment Management and Research.

Tom Matthews

Analyst

16 years' industry experience, joined JOHCM in Nov 2013.

Prior to joining JOHCM, Tom worked for Espirito Santo Investment Bank within the UK Small/Mid Cap Equity Sales team. From 2005 to 2010, Tom was an Executive in the Special Situations Group (Corporate Finance) for Ernst and Young. Tom holds a MA in Economics and Management from University of Oxford, Christ Church and is Association of Chartered Certified Accountants qualified. He also holds the Investment Management Certificate (IMC).

Rachel Reutter

Senior Fund Manager

15 years' industry experience, joined JOHCM in Sep 2012.

Rachel co-manages the JOHCM UK Opportunities Fund alongside Michael Ulrich. Rachel has been working on the UK Opportunities strategy since she joined JOHCM in 2012. Prior to joining JOHCM, Rachel worked for Goldman Sachs where she was a Lead Sector Analyst in the Global Investment Research Division. Before that she worked as an Analyst at Stifel and in Global Banking and Markets at RBS. Rachel holds an MA in Geography from The University of Oxford and is a CFA Charterholder.

Alex Savvides

Senior Fund Manager

25 years' industry experience, joined JOHCM in Mar 2003.

Alex developed and launched the JOHCM UK Dynamic Strategy in June 2008. Prior to joining JOHCM, Alex spent his early investment career at three independent UK stockbroking firms. Alex is a Fellow of the Securities Institute and holds the Securities Institute Diploma. He also holds a BA (Hons) in Politics from the University of Nottingham.

Siddharth Sukumar

Analyst

9 years' industry experience, joined JOHCM in Apr 2019.

Prior to joining JOHCM, Siddharth worked at Aishwarya & Co Pvt Limited and was involved in the management of Indian equity portfolios and the research and development of active investment strategies with low correlations to traditional asset classes. Previously he has worked at Standard Chartered Bank and Chona Financial Services. Siddharth is a CFA Charterholder and holds a Bachelor’s in Technology and Bioinformatics from the Vellore Institute of Technology.

Michael Ulrich

Senior Fund Manager

25 years' industry experience, joined JOHCM in Aug 2015.

Michael co-manages the JOHCM UK Opportunities Fund alongside Rachel Reutter. Michael has been working on the UK Opportunities strategy since he joined JOHCM in 2015. Prior to joining JOHCM, Michael spent nine years at F&C where he built a strong track record as lead manager on a number of concentrated UK Equity portfolios. Before that he worked as an analyst and fund manager at Deutsche Asset Management. Michael holds an BA in Law and Politics and is a CFA Charterholder.

Our People

Clive Beagles

Biography

Vishal Bhatia

Biography

Roshni Bolton

Biography

Mark Costar

Biography

Stephanie Geary

Biography

James Lowen

Biography

Tom Matthews

Biography

Rachel Reutter

Biography

Alex Savvides

Biography

Siddharth Sukumar

Biography

Michael Ulrich

Biography

Webcast

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