In the second instalment of a new series of articles, FE Research selects hidden gems for your portfolios.
JOHCM UK Dynamic is a special situations fund, targeting out-of-favour companies the managers believe will see a reversal in fortune, based on their appreciation of the macro environment or more specific factors that influence individual companies. For example, if there is a change in management for the better, or competition suddenly diminishes. The fund has had some decent inflows recently, pushing assets under management (AUM) over the £100m mark but, given the calibre of the managers in question and the fund’s established track record, it is still very small. FE Alpha Manager Alex...
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