FSA spoke with Bertrand Lecourt, senior fund manager and head of thematic strategies, J O Hambro Capital Management, at the Fund Selector Asia Investment Forum Singapore.
Tag: Jo Hambro
FSA people moves (10 – 16 February 2021)
Schroders names Australia CEO; PGIM Fixed Income creates key role for Korea market; JOHCM hires from Fidelity for sustainable water fund launch; and more…
Lessons learned from investment mistakes
Fund managers from BNPP AM, Neuberger Berman, JO Hambro and JPMAM share what they have learned from past investment mistakes.
JOHCM focuses on disrupted industries
After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
Multi-asset with a value tilt
JO Hambro has joined the parade of multi-asset products in Asia with an income fund targeting a 5% distribution.
Small caps and volatile US equities
There are sound reasons to see increasing US equity risk, but Thorsten Becker, a JO Hambro senior fund manager, argues smaller companies are different.
Japan corporates squeeze out `cozy relationships’
Abe’s ruling bloc swept to victory in the snap election on Sunday, suggesting further momentum for the encouraging change in Japanese corporate governance.
JO Hambro sees buoyant US bank sector
Despite stretched valuations in US equities and some predictions of an all-asset class market crash, Thorsten Becker, senior fund manager, remains optimistic.
JOHCM hunts for investment talent in Asia expansion
After a top management reshuffle, the UK-based boutique manager now intends to focus on expanding in Asia and the US, according to Gavin Rochussen, group executive for international business at BT Investment Management, which owns JOHCM.
Assessing a Tencent investment
The Chinese internet firm is widely held in funds available for sale in Asia, but does it really have greater growth potential than Facebook? James Syme, portfolio manager at JO Hambro, argues that it does.
