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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.

A unique approach can lead to a bumpy ride.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Although its uncharacteristically rough year in 2022 should not be ignored, JOHCM International Select has long-tenured, thoughtful managers consistently adhering to a creative, flexible approach. It retains its ability to outperform over time.

by Gregg Wolper
Rated on Published on

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