Fund Managers’ Favourites: Turnaround Time

VIDEO: Fund manager Alex Savvides from JO Hambro Capital Management discusses the turnaround opportunities he’s seeing in the UK market 

Alanna Petroff 24 December, 2012 | 6:00AM
Facebook Twitter LinkedIn

In the video series, "Fund Managers' Favourites", Morningstar speaks with UK-based fund managers to learn about their top investment picks. In this video, Morningstar journalist Alanna Petroff speaks with fund manager Alex Savvides from JO Hambro Capital Management about three of his favourite companies that are currently in turnaround mode.

Video Transcript:
Alanna Petroff:
 The JO Hambro UK Dynamic Fund has significantly outperformed its peers since it launched in June 2008. Joining me now is the manager behind the fund, Alex Savvides from JO Hambro Capital Management to talk about the fund’s outperformance and also his top three equity picks right now.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
3i Ord1,273.57 GBP-2.07Rating
BP PLC320.20 GBP0.00Rating
JOHCM UK Dynamic B Acc3.06 GBP-0.68Rating

About Author

Alanna Petroff

Alanna Petroff  is a financial journalist with Morningstar UK.

© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement