Who are we?
J O Hambro Capital Management (JOHCM) is an active investment management company regulated by the UK’s Financial Conduct Authority (FCA). From our offices in London, Singapore, New York and Boston, we manage $42.1 billion of assets across a range of global and regional equity strategies and a multi-asset strategy. Our nimble teams invest with high conviction and full autonomy, able to pursue the best investment opportunities whilst being free from the bureaucratic distractions of larger investment houses.
WE MANAGE $42.1 billion OF ASSETS
Source: JOHCM as at 31 December 2021. Assets under management shown for our equity and multi asset strategies.
Why are we different?
Aiming to be the best, not the biggest.
We want to be the best investment house, not the biggest. Growing too large can be an impediment to successful long-term investment. When funds become too big their performance can suffer from a lack of nimbleness that prevents investment in the best opportunities within the stock market, particularly within smaller, less liquid companies. By limiting how much money our fund managers manage, we can maintain our emphasis on market-leading, long-term investment performance.
We want to be the best investment house, not the biggest. Growing too large can be an impediment to successful long-term investment. When funds become too big their performance can suffer from a lack of nimbleness that prevents investment in the best
opportunities within the stock market, particularly within smaller, less liquid companies. By limiting how much money our fund managers manage, we can maintain our emphasis on market-leading, long-term investment performance.
Proven fund managers…
Our success has been founded upon recruiting experienced fund managers with proven investment pedigrees. They are attracted by our entrepreneurial approach and lack of bureaucracy, the latter enabling them to focus solely on investing without the distractions that can arise at a larger company.
…given full intellectual freedom
And our fund managers have complete investment freedom – there is no ‘house’ view on economies, markets, sectors or stocks. This leads to a diversity of views and approaches across our investment professionals and insulates us from the dangers of ‘groupthink’. This intellectual latitude and the absence of bureaucratic practices associated with many larger fund management houses has led to extremely low turnover amongst our investment professionals.
- Active equities and multi-asset
- Performance-driven
- Investment-led
Investment autonomy for freedom of thought
Compensation structures that aligns, motivates
and retains talent
Capacity management enhances performance
Strategy assets by region
Source: JOHCM as at 31 December 2021. Assets under management is for our long-only equity and multi-asset strategies.
Experienced portfolio managers
AVERAGE INDUSTRY EXPERIENCE
21+ YEARS
9 YEARS
ON AVERAGE WORKING TOGETHER AT JOHCM
44
INVESTMENT
PROFESSIONALS
As at 31 December 2021
Our history
1993
to
2011
- J O Hambro Capital Management (JOHCM) founded by Jamie Hambro and Christopher Mills
- Long-only equities business launched: JOHCM established its first OEIC funds
- Assets under management passed through £5 billion
- JOHCM's long-only equities business acquired by Australian-listed BT Investment Management
- Singapore office opened
2012
to
2021
- Assets under management passed through £10 billion
- Investment office opened in New York
- JOHCM's US mutual funds range launched
- Investment office opened in Boston
- Assets under management passed through £15 billion
- JOHCM wins 'Outstanding Investment House' category at Morningstar OBSR (UK) awards
- First multi-asset strategy launched – JOHCM Global Income Builder Fund
- Nick Good appointed CEO – US
- Nick Good appointed CEO – Pendal Group
- Pendal Group acquires Thompson, Siegel & Walmsley LLC (TSW)
- John Reifsnider appointed CEO – JOHCM USA
