Each of JOHCM's investment strategies is autonomous. There is no 'one size fits all' approach to investment, nor to ESG issues. Some of our strategies adopt a thematic approach and exclude for instance all tobacco, alcohol, armaments, gambling and pornography companies. Others adopt an integrated approach, addressing the specifics of the companies in which they invest, across all sectors.
We have a firm-wide restriction on investment in cluster munitions.
We believe this is the best way to achieve an outcome which is to our clients' material benefit.