JO Hambro Capital Management (JOHCM) is offering investors two European funds benchmarked against th...
JO Hambro Capital Management (JOHCM) is offering investors two European funds benchmarked against the FTSE Eurotop 300 Index. The JOHCM European Select Values Fund run by Willem Vinke has a value bias, focusing on undervalued companies with high return on capital employed. He is looking to build up a potfolio of some 35-45 mid cap stocks. Rod Marsden is manager of the other launch, the The JOHCM European Fund. This has a growth bias and Marsden is looking to build up a portfolio of 50-70 stocks with a blue and mid cap bias but with exposure to a spread of small caps. The existing offs...
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