Morningstar

J O Hambro Capital Management Global Emerging Markets Opportunities Fund US Dollar I

Morningstar Medalist Rating
Unlock
Medalist Rating as of See J O Hambro Investment Hub
  • NAV / 1-Day Return $1.84  /  +0.82 %
  • Fund Size $378.4M
  • Adjusted Expense Ratio —
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Average
  • Share Class Type —
  • Morningstar Category Global Emerging Markets Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.33%
  • Turnover Ratio 99%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will J O Hambro Capital Management Global Emerging Markets Opportunities Fund US Dollar I outperform in the 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 J O Hambro Capital Management Global Emerging Markets Opportunities Fund US Dollar I’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the J O Hambro Capital Management Global Emerging Markets Opportunities Fund US Dollar I 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 J O Hambro Capital Management Global Emerging Markets Opportunities Fund US Dollar I’s parent organization’s priorities and whether they’re in line with investors’ interests.

This differentiated approach has paid off.

Associate Director Lena Tsymbaluk

Lena Tsymbaluk

Associate Director

Summary

JOHCM Global Emerging Markets Opportunities benefits from experienced managers and an established process. Reflecting our strong conviction, the People and Process Pillar ratings are maintained at Above Average and High, respectively.

by Lena Tsymbaluk
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings

More Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.84 29M
Technology

SK hynix Inc

5.64 16M
Technology

Tencent Holdings Ltd

4.69 14M
Communication Services

SAMSUNG ELECTRS LTD GDR 1995 RPSTG COM UNITARY 144

4.46 13M
—

Hong Kong Exchanges and Clearing Ltd

3.16 9M
Financial Services

Hon Hai Precision Industry Co Ltd

2.84 8M
Technology

Chunghwa Telecom Co Ltd

2.78 8M
Communication Services

Samsung Electronics Co Ltd Pfd Registered Shs Non-Voting

2.62 8M
Technology

PETROLEO BRASILEIRO SA PETROBRAS SPONSORED

2.44 7M
—

CITIC Securities Co Ltd Class A

2.40 7M
Financial Services

Sponsor Center