JOHCM

Emma O'Neill, investment research analyst at OBSR, examines the best performing Continental European funds.

JO Hambro manager Alex Savvides' focus on recovery situations leaves him overweight financials despite climb in share prices.

Invesco Perpetual and JO Hambro Capital Management (JOHCM) have gone overweight Japan across a range of Asian and global mandates amid a rebound in the country's stock market.

JO Hambro Capital Management's newest offering, Global Emerging Markets Opportunities fund, will have a large-cap bias and adopt the top-down approach the managers used in their in their previous roles at Barings.

With 2010 proving a difficult year for equity income, the first quarter of 2011 has provided some hope for the sector, writes Peter Brunt, analyst at S&P Fund Services.

ON JAPAN

JO Hambro Capital Management has acquired a Singapore-based boutique with the view to launch two Asian equity retail funds by late September, subject to regulatory approval.

Alex Savvides, senior fund manager of the JOHCM UK Dynamic fund, looks at how recent events have impacted on stocks, sectors and the global economy.

ON EMERGING MARKETS

Clive Beagles has steered the JOHCM UK Equity Income fund to outperformance over one, three and five years.