Morningstar

JOHCM International Select Institutional JOHIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See J O Hambro Investment Hub

Morningstar’s Analysis JOHIX

Will JOHIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JOHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JOHIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JOHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Some rough patches on the way to a solid long-term record.

null Gregg Wolper

Gregg Wolper

Summary

JOHCM International Select has an unusual, decisive approach that generally succeeds, though it is susceptible to unpleasant reversals.

by Gregg Wolper
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center