Chris Metcalfe: Why we bought JOHCM UK Opportunities again
Manager discipline, outflows and a change of sector have made the fund attractive
Jo Hambro
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JOHCM poaches Aled Smith as investment director
Equities manager spent 18 years at M&G Investments
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JOHCM boss Ken Lambden exits
Parent company CEO will take over while a replacement is found
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The six heavy hitters ousted from FE Invest’s preferred funds
Portfolio Adviser examines the six funds that were scrapped from FE Invest’s list of preferred funds, following its latest bi-annual rebalance.
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Schroder’s Murphy and Kirrage lose FE Alpha Manager status
FE has stripped 26 managers of their Alpha Manager status in its latest rebalance, including Schroder’s Kevin Murphy and Nick Kirrage.
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JOHCM under FCA investigation over dealing commissions
JO Hambro Capital Management (JOHCM) is under investigation by the Financial Conduct Authority (FCA) for about AUS$8.6m of services paid for out of dealing commissions over the course of a decade.
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JOHCM’s external research to cost £5m per annum
J O Hambro Capital Management (JOHCM) has joined the roster of investment managers who will pay for external research costs through their own profit & loss account, a move which will cost it an additional £5m per year.
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Five funds to hold alongside Woodford
Unless you’ve been living on Mars for the past couple of months, you’ll be aware of the hype around the latest launch from the UK’s most famous investor, CF Woodford Income Focus Fund. But who else is delivering the goods in UK equity income?
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PA ANALYSIS: Is Wood leaving JOHCM UK Opps in equally cautious hands?
As John Wood prepares to pass his £1.8bn JOHCM UK Opportunities Fund from his cautious hands into those of his two co-managers, fund selectors are relieved to hear of a fair succession plan.
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JOHCM’s John Wood to retire
John Wood, lead manager of the £1.8bn JOHCM UK Opportunities Fund, is to retire from the industry on 30 September.
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PA ANALYSIS: Investors hoping for August respite will be disappointed
The summer slowdown is a myth. Anyone hoping that July and August would provide some respite from the volatility and uncertainty that has characterized financial markets in the past few months has been and is likely to remain disappointed.
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PA’s industry moves of the week
As summer speculation kicks in over which sports stars will be wearing new colours next season, the investment industry transfer window – which is of course open all year round – has been less talk and much more action.
