- The three portfolio managers and Yi were previously employed with Pyramis Global Advisors, a Fidelity Investments company
- The team will apply a core investment approach, managing a fundamental research-driven best ideas portfolio
- The team will be will be based in Boston
- The team will also launch a Global small and mid-cap equity strategy in due course
U.K. investment boutique J O Hambro Capital Management (JOHCM) has announced that it has hired portfolio managers Thorsten Becker, Arun Daniel, and Vincent Rivers and trader Eric Yi to form its new small/mid cap U.S. equity team ahead of the launch of a U.S. small and mid-cap equity strategy later this quarter.
The three portfolio managers and Yi were previously employed with Pyramis Global Advisors, a Fidelity Investments company, where they contributed to the management of a U.S. small/mid cap core equity strategy.
The team will apply a core investment approach, managing a fundamental research-driven best ideas portfolio. Capacity for the strategy has been set at $5 billion. The team will be will be based in Boston, Massachusetts.
"We're pleased to add this team to our lineup of outstanding money managers," said Gavin Rochussen, JOHCM CEO. "The appointment of these experienced and proven U.S. equity investors enhances our presence in the United States, a market where we are making considerable inroads. Our success has been founded upon recruiting experienced fund managers with proven investment pedigree. We give those investment professionals the autonomy and incentives that allow them to do what they do best: create alpha in their given strategies."
The team will also launch a Global small and mid-cap equity strategy in due course.
J O Hambro Capital Management (JOHCM) is an investment boutique regulated by the U.K.’s Financial Conduct Authority (FCA) and registered as an investment adviser with the Securities Exchange Commission (SEC). Founded in 1993, JOHCM manages $22.7 billion (as at March 31, 2014) of assets from offices in London, Singapore, New York, and Boston across a range of award-winning equity funds and separate portfolios, with investment expertise in Global, International, Emerging Markets, Asian, European, Japanese, U.S., and U.K. equities. JOHCM manages $4.4 billion of assets on behalf of U.S.-based clients