High conviction, active investors J O Hambro Capital Management (JOHCM) is an active investment company with an investment performance-led ethos. From our head office in London and offices in New York, Boston, Paris, Munich and Singapore, we manage a range of long-only equity, including UK, European, Global/International, Emerging Markets and Asian. 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 shares. By limiting how much money our fund managers manage, we can maintain our emphasis on market-leading, long-term investment performance. Each of our strategies has a defined capacity limit, and we have a track record of soft-closing strategies so that the interests of existing investors are preserved. 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.
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Read it here https://ow.ly/xphL50TkXiZ A significant gender pay gap can be a sign that a company is failing to capture the full potential value of its workforce. What do investors need to know, how should they engage and what benefits should they reasonably expect to see? #Regnan #GenderPayGap #GenderEquality
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Register for the webinar https://ow.ly/pwkO50TmILe Diversification. Thematic. Sustainable. Join Bertrand Lecourt and Saurabh Sharma, as they reflect on the first three years of the strategy's evolution, its current dynamic and outlook for the future. Learn more: https://ow.ly/Ukyo50TmILf #Regnan #WaterAndWaste #ThematicInvesting
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When did you last take a moment, just to pause? We asked James Hooper for his key business takeaway, and his answer was 'always pause and think' - it's easy to understand why. As J O Hambro Capital Management's General Counsel, with responsibility for the UK, Europe and Asia, he has plenty to consider! With industry and organisational #change constantly hovering on the horizon, he's got plenty of juggling to do, so we're delighted he was able to make time for us to discuss #problemsolving, all-nighters and of course, the benefits of taking a moment… Read more here: https://lnkd.in/e2KEwC_P #generalcounsel #DayintheLife #pause
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Read it here https://ow.ly/7EIb50TkXev On a recent site visit, members of the Regnan team visited three of Severn Trent Water’s wastewater treatment plants to see for themselves the different ways in which the company is dealing with ‘combined sewer outflows’. Bertrand Lecourt Saurabh Sharma, CFA, CAIA #Regnan #RiverPollution #WaterWaste #Sustainable
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Read it here https://ow.ly/HgOr50TkX8j The EU’s Carbon Border Adjustment Mechanism (CBAM) is designed to help ensure that companies importing high-emission goods will face the same costs as domestic producers. What do investors need to know? Rebecca Sly #Regnan #CBAM
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Thank-you to all those that attended our 'Women Who Rise' client/consultant breakfast today. The focus of the panel discussion was on building your own brand, knowing and articulating your value and the importance of resilience. Huge thank you to our brilliant panel Clare Forster Helena Morrissey Caroline Sarah Keetch If anyone would like to be invited to future events please just drop me a message.
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Head of investment at J O Hambro Capital Management and Regnan - and PA Future committee member - Andrew Parry says that the momentum factor has historically been one of the strongest generators of excess returns for equity investors. However, momentum is also a "fickle friend", prone to unpredictable shifts. https://lnkd.in/efAZ-676 #SustainableInvestment #Equity #InvestmentReturns
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Read the blog https://ow.ly/A1TP50SyIom From clean energy to clean water, the global economy is in need of urgent structural change. Companies whose innovative products offer powerful solutions to those needs are trading at attractive, even low valuations. Read about them. Learn more about the Regnan Global Equity Impact Solution Strategy https://ow.ly/rkMj50SyK7u Tim Crockford Mohsin Ahmad #Regnan #ImpactInvesting
We were delighted to welcome 13 students from local schools to J O Hambro last week as part of our Jasmine Kenny Work Experience programme. These talented students were found through Investment20/20, an initiative that connects young people with opportunities in the investment management industry. It was an enriching experience for everyone involved. These students gained valuable insights into the world of capital markets, while we at JOHCM were interested to learn about the students' concerns and aspirations. Throughout the week, they had the opportunity to meet with our experienced Fund Managers, Marketing Team, Distribution Team, amongst many others. The students engaged in a variety of insightful talks, including how to perfect a CV and how to prepare for an interview. The week concluded with the students showcasing their presentations on "How Will Consumer Preferences Shape Sustainability?" It's always inspiring to see the enthusiasm and fresh perspectives that young minds bring. We hope this experience has sparked their interest in the financial industry and look forward to seeing their future accomplishments. Thank you to everyone who made this week a success, and to Investment 20/20 for their support in finding these promising students for our Jasmine Kenny Work Experience programme! #JOHCM #Investment20/20
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We're delighted to have been nominated for the 'Best Newcomer Sustainable Equity Fund' 2024 by Investment Week, highlighting our unique approach to successful long-term sustainable investing. https://ow.ly/FIHu50SwWyz Learn more about the Regnan Sustainable Water and Waste Strategy https://ow.ly/1phm50SwWrW Bertrand Lecourt Saurabh Sharma, CFA, CAIA #Regnan #WaterAndWaste