JOHCM International Select Fund;Inv
JOHAX
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- JOHCM International Select Fund Investor (JOHAX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in common stocks and other equity securities of companies located outside the United States; it typically allocates across a number of different countries, including emerging markets, with at least 80% of assets in non-U.S. securities under normal market conditions. The fund targets growth-oriented companies of any market capitalization, including small- and mid-cap stocks, with significant exposure to sectors such as financials (approximately 32%), industrials (15%), health care (11%), and communication services (10%), as well as key regions including Japan (around 21%), the United Kingdom (16%), and Eurozone Europe (30%). Top holdings as of late 2025 include Advantest Corp, NEC Corp, Siemens Energy AG, Sandoz Group AG, and Siemens AG, reflecting a focus on high-conviction, large- and giant-cap growth names in technology, industrials, and healthcare. Launched on July 29, 2009, and domiciled in the United States, the fund is part of Perpetual Americas Funds Trust and managed by J O Hambro Capital Management (JOHCM), an active investment boutique founded in 1993 with headquarters in London, England, and U.S. operations based in Boston, Massachusetts (1 Congress Street, Suite 3101). JOHCM, now a subsidiary of Perpetual Limited (ASX: PPT) since 2023 following Perpetual's acquisition of Pendal Group, oversees approximately £17 billion in assets across global and regional equity strategies from offices in 11 locations spanning nine countries, including New York, Singapore, Dublin, Paris, and Frankfurt. The fund's management team, led by Christopher J.D. Lees and Nudgem Richyal since inception, employs a repeatable process emphasizing fast growth metrics like earnings, sales, book value, and cash flow. Recent developments include JOHCM's expansion of its Global Emerging Markets Opportunities team in August 2025 with the addition of Roshni Bolton as Fund Manager and Jack Gater as Analyst, enhancing capabilities that support international strategies like JOHAX; the appointment of Bill Street as CEO in September 2025 to drive growth; and ongoing portfolio adjustments reflecting market conditions, such as increased emphasis on European industrials and Japanese technology amid 2025 performance with year-to-date returns around 23%. These changes underscore JOHCM's commitment to talent retention, internal development, and high-conviction active management amid volatile global markets.