J O Hambro mulls follow up to Global EM offering

J O Hambro Capital Management is considering a follow-up launch to its Global Emerging Markets fund this month, with a small- and mid-cap version.

JOHCM says the upcoming GEM fund, which will be managed by new recruits Emery Brewer and Ivo St. Kovachev from launch at the end of April, will focus primarily on large- cap firms. However, sales and marketing director Suzy Neubert says the argument for expanding into small- and mid-cap GEM is “compelling” and could eventually be added as a separate portfolio. A Latin America fund might also be considered, she adds. JOHCM has regarded emerging markets as a gap in their product range for some time and earlier this year announced the hire of Brewer, who previously managed Driehaus Capit...