Views & News

Tech Dominance and Quality Value Investing

| Global Equities
Ben Leyland
Robert Lancastle
10 Jun 2024

After years of tech dominance in the U.S. equity market, a return to fundamentals is pushing new growth opportunities into fruition. J O Hambro Capital Management’s Ben Leyland and Robert Lancastle explain what’s behind the pendulum swing — and why investing in underappreciated companies could spell higher returns on the horizon.


The views expressed are those of the portfolio managers as of June 2024 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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