Stat Watch: JOHCM UK Income & Japan funds

Scott McGlashan and Clive Beagles, respective managers of the JOHCM Japan and UK Equity Income funds...

Scott McGlashan and Clive Beagles, respective managers of the JOHCM Japan and UK Equity Income funds, are both prepared to take a contrarian approach to their markets. Launched in May 2004, McGlashan’s Japan fund has made returns of 14.98% in the year to August 14 2006, against a sector average of 13.84%. All data is on a bid to bid basis according to Standard and Poor’s. McGlashan works with Ruth Nash to identify potential holdings. This process carries the fund towards a concentration on mid cap stocks, with a low weighting in the top 100 stocks. “We are mainly interested in the next 40...