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J O Hambro Capital Management Group

PRI reporting framework 2020

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

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

J O Hambro Capital Management (JOHCM) manages assets across a range of global and regional equity strategies and a multi-asset strategy. Each of our investment teams is small and has investment autonomy; there is no central approach. ESG factors are integrated into investment analysis and decision-making. This means that they are considered by fund managers in the same context as other risks and opportunities, all of which contribute to investment judgement. JOHCM's Investment Director and Risk team provide comprehensive oversight of the style factors, macro factor sensitivities, decision-making patterns, ESG characteristics and liquidity profile of each strategy.

Our fund managers believe 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.

 

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

01.6. Additional information [Optional].

          Furthermore, many of our teams have stocks held for longer than 5 years and there has therefore been a long standing research approach to consider material, long term risks to business models.  Stock risks and opportunities arise from climate change and are considered by the teams in their day-to-day due diligence.
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

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

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

02.3. 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.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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