James Lowen

AAA

15 Years of experience

Focus on good companies trading at low multiples

Current firm: J O Hambro Capital Management

Professional background

Joined JO Hambro in 2004. Equity Investment Director, Analyst & Head of Corporate Governance. Newton Investment Management.

Educational background

Degree in Economics, University of Exeter.

Performance

6.24%

Manager Annualised Return Since Inception

4.66%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

6.24%

4.66%

1.58%

10Y

6.1%

6.02%

0.08%

-0.26%

2.17%

-2.43%

*Inception date: 9/1/2007

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

JOHCM UK Equity Income

Abide by a strict dividend yield discipline, which leads to an emphasis on higher-yielding stocks and promotes a naturally contrarian style

Benchmark
FTSE All-Share Index TR

Class
Class A Acc

ISIN
GB00B03KR500

AUM
1,894,804,127.48 €

Ongoing Charges
0.79%