JOHCM Global Opportunities Fund

The global fund market is another crowded market and it is easy to pick the top fund without really knowing what it is aiming to achieve. The managers are very open with this fund as they see it as a blend with a pure growth or value strategy. They follow an absolute return mindset, looking to protect capital on the downside as well as capturing upside growth. This means that when markets are racing away the fund can lag the index (2017 as an example), but when markets pull back this is when the strategy comes into play (2018 as an example).

The managers take an unconstrained approach to investing. They like everything they hold and are happy to have a zero weighting to a sector. This is a concentrated portfolio of 25 to 40 stocks. In terms of weighting they don’t equally weight, and weight according to the perceived opportunity….read more

Fund Facts Morningstar

Notes

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