J O Hambro Capital Management Limited (JOHCM) is a ‘boutique’ investment management company with a culture of encouraging fund manager flexibility. Our fund managers are believers in the value of meeting company management and see hundreds of companies each year. The principles of the FRC Stewardship Code are considered at this point; they are integrated in investment decision-making, rather than being devolved to a separate team. We believe that this results in better investment decisions for clients and allows our investment teams to incorporate all relevant factors in their conclusions. In some cases this process leads to bilateral engagement on specific strategic and governance issues; examples are outlined below.
We target engagement activities specifically, in the belief that this approach yields the best results for our clients’ portfolios and makes the most efficient use of our fund managers’ time.
We are always happy to discuss our investors' ESG views with clients.