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What Defines our Investment Approach
Our team's investment style aims for sustained outperformance of the EM index, centering on GARP
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How do we Find Opportunities
We explain how a disciplined and highly-differentiated process can deliver strong outperformance within emerging markets.
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Highly Experienced Team; Highly Differentiated Portfolio
Our team uses a top-down country approach to build a long-only emerging market equity portfolio
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Growth and Flexibility – Hallmarks of our Approach
A steady, disciplined process that operates at the top-down country level
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Our Assessment of the Current Landscape
What factors characterize today's EM landscape? What opportunities and challenges do they create?
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How do we Navigate the Implications of a Strong US Dollar in the EM Landscape?
Several markets have performed well, despite a tightening US Dollar, and have revealed opportunities.
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Viewing the Trends of the Last 10 Years Through a Country Lens
3 key factors have resulted in major changes to the asset class in the past decade...
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Looking Ahead – Our Perspective on EM Over the Next 10 Years
Economic and geopolitical factors to consider, while keeping our sights on three countries with growing influence...
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Is Now the Time to Invest in Chinese Technology Stocks?
If not now, when? Why these stocks come with a lot of risk – and what to consider before investing...
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Investing in China – Where are the Opportunities? Risks?
Using a 5-point framework, James analyzes risks and opportunities of investing in China.
Celebrating 10 Years
JOHCM Emerging Markets Opportunities (JOEMX)
Celebrating 10 Years
JOHCM Emerging Markets Opportunities (JOEMX)
Highlight Videos
Listen to our Fund Managers describe their measured investing approach, and share their views of the ever-changing emerging markets landscape.