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J O Hambro Capital Management Group

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

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. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

01.6. 補足情報 [任意]

          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. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。




02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)