JOHCM

Protectionist agenda has raised concerns

Juliet Schooling Latter's fund picks

Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.

JO Hambro Capital Management (JOHCM)'s Ben Leyland believes a career in fund management was a "natural progression" after his history degree, as he points out both involve "a lot of reading" and being "challenged on your opinion".

Held high cash levels for three years

To lead international expansion of parent business

More than a month on from the EU referendum and the sky has not fallen in. Helped by the Conservative party's usual brutal efficiency that ensured the political vacuum was quickly filled, financial markets have stabilised.

Negative rates a concern for banking sector

Back 'pro-active' companies

'Parallel universe of valuations'