J O Hambro Capital Management Limited

J O Hambro Capital Management Limited (JOHCML) primarily manages pooled vehicles and institutional segregated accounts, offering discretionary equity strategies across developed and emerging markets as well as sustainable and impact-focused mandates. The firm also provides non‑discretionary “Model Delivery” services to managed‑account program sponsors and other financial institutions and acts as investment manager to investment companies (including UCITS), while serving institutional clients such as pension and profit‑sharing plans, foundations, family offices and insurance and government entities.

JOHCM Group describes an investment‑led, boutique operating model in which portfolio managers run concentrated, benchmark‑agnostic equity portfolios with individual investment styles and valuation discipline; teams combine bottom‑up fundamental analysis with a top‑down overlay and integrate ESG and impact research for the strategies that require it. The firm emphasizes operational support for managers and capacity discipline—portfolio managers set strategy size limits and the firm may close strategies once those limits are reached to preserve intended portfolio construction.

Compared with many U.S.-based investment managers, JOHCML’s ADV discloses several recent material changes and structural features: its principal office is located outside the United States and it operates as part of the Perpetual global asset management platform with affiliated entities and a personnel‑sharing arrangement that relies on SEC “Unibanco” staff guidance. The brochure also highlights a mix of business lines that some peers do not typically combine — management of investment companies (UCITS), advisory relationships with other advisers and program sponsors, and explicit operational rules such as trading discretionary client accounts ahead of non‑discretionary model deliveries.