J O Hambro Capital Management Group

J O Hambro Capital Management is an active, equities-specialist investment boutique managing assets for clients worldwide across a range of global and regional strategies.

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Professional Investors

The UK Equity Market is underpriced, underowned, underestimated

22 July 2026

Reasons to revisit UK equities

Years of negative sentiment have depressed valuations despite resilient fundamentals, strong corporate...

Professional Investors

06 July 2026

UK equities: the confidence gap that valuations can't explain

JOHCM's UK Equity Income team on a calmer gilt market, resilient balance sheets, and why overseas buyers...

Institutional Investors

Emerging markets are not what they used to be, neither should their allocation

22 June 2026

How AI is reshaping the case for emerging markets in pension portfolios

J O Hambro argues the asset class has fundamentally changed — and trustees' allocations should reflect...