JOHCM US Small Mid Cap Equity Fund

This was our first introduction to the team who are based in the US but are in the UK promoting the fund. The team worked together at Fidelity before leaving to set up this strategy at JOHCM. Effectively, this is a franchise operated under the JOHCM banner and enables the team to build a long-term business and over time have equity within the firm. The managers invest their money in the US version of the fund.

The fund was launched in 2014 and has taken some time to settle in. We have shown performance vs the Mid-Cap Index and the North America Index. The North America Index has a bias to large cap and its top holdings are Microsoft, Apple, Amazon, Facebook, Johnson and Johnson and Alphabet. The Mid-Cap Index is very different with the main constituents being IDEX, Domino’s Pizza, STERIS, MarketAxess Holdings and Leidos….read more

Fund Facts Morningstar

Notes

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