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The Emerging Markets Small Mid Cap Team

The JOHCM Emerging Markets Small Mid Cap strategy focuses on identifying companies in emerging industries with pioneering business models or with innovative technologies that are disrupting the status quo. Through the strategy’s data-centric approach, the team seeks to deliver long-term marketing-beating performance over equity cycles.




Data-centric


Extensive use of screening tools, multi-factor technical & fundamental analysis

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Focused on growth


The team seeks to identify classic secular growth and recovery growth opportunities for a smoother return profile

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Compelling track record


Since inception, the Fund has delivered top decile performance within its Morningstar peer group.* 

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Emery Brewer
Emery Brewer

Senior Fund Manager

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Dr Ivo Kovachev
Dr Ivo Kovachev

Senior Fund Manager

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Stephen Lew, CFA
Stephen Lew, CFA

Fund Manager

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Ladislav Sabo, CFA
Ladislav Sabo, CFA

Analyst

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Dalibor Kováč
Dalibor Kováč

Analyst

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Our strategy focuses on identifying companies in emerging industries, with pioneering business models, or with innovative technologies that are disrupting the status quo.

Stephen Lew, CFA
Fund Manager

*Source: Morningstar Direct. Data from 12/17/2014-03/31/2022. Morningstar Diversified emerging-markets portfolios tend to divide their assets among 20 or more nations, although they tend to focus on the emerging markets of Asia and Latin America rather than on those of the Middle East, Africa, or Europe. These portfolios invest predominantly in emerging market equities, but some funds also invest in both equities and fixed income investments from emerging markets.

© 2022 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Morningstar rankings are based on total returns. The Morningstar Percentile Ranking compares a Fund’s Morningstar risk and return scores with all the Funds in the same Category, where 1% = Best and 100% = Worst. For the time period 01/01/2015-03/31/2022 the JOHCM Emerging Markets Small Cap Fund was ranked 1st%ile (1st/602 funds) in the Morningstar Diversified Emerging Markets Category. Rankings are for Institutional shares only. Other share classes may differ.