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.
Schroders names Australia CEO; PGIM Fixed Income creates key role for Korea market; JOHCM hires from Fidelity for sustainable water fund launch; and more…
Fund managers from BNPP AM, Neuberger Berman, JO Hambro and JPMAM share what they have learned from past investment mistakes.
After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
JO Hambro has joined the parade of multi-asset products in Asia with an income fund targeting a 5% distribution.
There are sound reasons to see increasing US equity risk, but Thorsten Becker, a JO Hambro senior fund manager, argues smaller companies are different.
Abe’s ruling bloc swept to victory in the snap election on Sunday, suggesting further momentum for the encouraging change in Japanese corporate governance.
Despite stretched valuations in US equities and some predictions of an all-asset class market crash, Thorsten Becker, senior fund manager, remains optimistic.
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.
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.