JOHCM Emerging Markets Opps Investor
JOEAX
NASDAQ17.68
USD
-0.12
- -
JOHCM Emerging Markets Opps Investor
JOEAX
(NASDAQ)
Recent
price
17.68
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- JOHCM Emerging Markets Opportunities Fund - Investor Shares (JOEAX) is an actively managed open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of companies in emerging market countries. The fund focuses on a blend of large-cap stocks domiciled or conducting significant business in emerging markets; it employs a high-conviction, bottom-up stock selection process emphasizing companies with attractive valuations, strong fundamentals, and growth potential across diverse sectors including technology, financials, consumer goods, and materials. Managed by James Syme (since November 2012), Paul Wimborne (since November 2012), and Ada Chan (since March 2022), the fund maintains a portfolio heavily weighted toward non-U.S. stocks (approximately 98%), with minimal cash holdings and no fixed income exposure. Offered through J O Hambro Capital Management (JOHCM), a London-headquartered investment boutique founded in 1993, the fund operates as part of JOHCM's U.S. mutual fund range launched around 2015 and distributed to institutional and retail investors worldwide via platforms in the United States. JOHCM, with offices in London, New York, Boston, Singapore, and other global locations, manages assets across global, regional equity, emerging markets, and multi-asset strategies, capacity-constrained to preserve performance; since 2023, it has been a subsidiary of Perpetual Limited, an ASX-listed multi-boutique asset manager based in Sydney, Australia. Recent developments include a comprehensive review leading to new share class options across JOHCM's UK OEIC and Irish ICAV funds, with reduced management fees, simplified structures, and flat fee alternatives effective December 2025 (ICAV) and January 2026 (OEIC), enhancing investor access and value. In other strategic shifts, JOHCM announced the proposed merger of its UK Opportunities fund into the UK Dynamic fund in January 2025, pending shareholder approval in February 2025, to streamline offerings. The firm appointed Bill Street as CEO in September 2025 to drive growth initiatives amid its integration within Perpetual Limited.