JOHCM UK Dynamic managers on Savvides' exit, continuity and the outlook for UK equities

Mark Costar and Tom Matthews

Anytime a lead manager leaves a fund house, there is always speculation from media, analysts and investors alike surrounding the reasons behind the move.

This holds particularly true if the portfolio manager is a high profile one looking after a well-established strategy with significant assets under management. Such a backdrop awaited Alex Savvides as he transitioned away from JO Hambro Capital Management to take on management of Jupiter UK Special Situations, as the latter fund's former manager, Ben Whitmore, departs to set up his own boutique in the summer. In their first interview since Savvides' departure, JO Hambro Capital Management's UK Dynamic managers Mark Costar and Tom Matthews speak to Investment Week about what the future...