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J O Hambro Capital Management Group

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.4. Indicate what norms you have used to develop your investment policy that covers your responsible investment approach.

other (1) description

          FRC Stewardship code
        

01.6. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

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.


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

http://infopoint/int/compliance/Compliance%20Images/JOHCM%20Group%20Conflicts%20of%20Interest%20summary%20client%200114.pdf

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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