Senior Fund Manager
|As at noon||Share class||Currency||CUSIP Number||NAV||Change||Change %||Previous|
|JOHCM International Select Fund||29/09/2023||Institutional||USD||46653M849||21.37||-0.06||-0.28%||21.43|
|JOHCM Emerging Markets Opportunities Fund||29/09/2023||Advisor||USD||46653M203||10.35||0.06||0.58%||10.29|
|JOHCM Global Select Fund||29/09/2023||Advisor||USD||46653M807||12.26||-0.04||-0.33%||12.30|
|JOHCM Emerging Markets Small-Mid Cap Equity Fund||29/09/2023||Advisor||USD||46653M500||12.59||0.05||0.40%||12.54|
|JOHCM International Opportunities Fund||29/09/2023||Institutional||USD||46653M872||10.85||-0.08||-0.73%||10.93|
|Regnan Global Equity Impact Solutions||29/09/2023||Institutional||USD||46653M716||7.14||0.02||0.28%||7.12|
|TSW Large Cap Value Fund||29/09/2023||Institutional||USD||46653M641||12.66||-0.03||-0.24%||12.69|
|TSW High Yield Bond Fund||29/09/2023||Institutional||USD||46653M658||8.71||0.01||0.11%||8.70|
Watch as Christopher Lees, CFA, discusses the extraordinary outperformance by USA Mega-caps and where the team is seeing opportunities in 2023.
In this short video, Christopher Lees, CFA, speaks to the strategy's performance and discusses what he and Nudgem Richyal, CFA, are most excited about looking into the next quarter.
What Senior Fund Managers Christopher Lees and Nudgem Richyal are most excited about looking into 2023 in a short video presentation.
Christopher addresses the past quarter and shares what he and Nudgem Richyal, CFA, are excited about moving into the new market regime.
The fund has started tiptoeing slowly into new “neighborhoods” where we see positive relative fundamentals and valuations, plus stabilizing relative share price trends.
"Beware good houses in bad neighborhoods..."
Senior Fund Manager, Chris Lees, reviews the Ukraine invasion and his outlook and positioning for the future.
Updated probability-based scenario analysis from the JOHCM International Select team
Thoughts on the coronavirus and the subsequent market correction from the JOHCM International Select Fund team.
How to beat the investment machines? Chris Lees, manager of the the JOHCM Global Equity Fund, discusses the change in investment process in recent years.
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