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JOHCM UK Dynamic

Elite Rated by FundCalibre

The UK Dynamic fund aims to complement JOHCM’s other UK-focused funds. The portfolio is managed by Alex Savvides, using a distinctive ‘recovery’ investment strategy. Although small, the fund is rapidly gaining a reputation as a strong performer across a variety of market conditions.

Company Description

JO Hambro Capital Management (JOHCM) was established in 2001. It only hires managers with a proven track record and prides itself on removing bureaucracy and taking an entrepreneurial approach. Funds are run as separate entities and there are no house views. Each fund manager has their own unique franchise, receiving a performance fee, which aligns them with investors. The group was awarded the Elite Equities Provider rating in 2017.

Factsheet_2437_jo_hambro_03

Fund Manager

The fund was designed, and has been managed since launch, by Alex Savvides. Alex joined JOHCM in 2008, initially as assistant manager on their UK Growth fund, and holds over 15 years’ industry experience. He has a degree in Politics from the University of Nottingham and has previously worked at Astaire & Partners and Numis Securities.

Factsheet_savvides

We back positive change within businesses with good market positions

Alex Savvides - Fund Manager

The Investment Process

Alex invests in UK companies that are undergoing substantial positive change that is unrecognised in the current share price, thereby benefiting from a recovery in the business. Each holding in the portfolio must pay a dividend, a discipline designed to underpin the valuation of the holding and limit the impact of mistakes.

Risk

The fund has been broadly in line with the riskiness of the UK stock market, despite a high level of exposure to traditionally more volatile mid-size companies. This reflects the risk dampening impact of the dividend discipline.

Our Opinion

Alex is a relatively young manager, but has shown himself to be a very talented and determined investor. Virtually undiscovered by the broader investment community, the fund benefits from an effective investment process, a strong manager and a stable company environment, which has led to strong and consistent returns.

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