What was it like to manage an equity fund through the wildest days of the Global Financial Crisis? What was life like for an investor when the world was analogue? Why, and when, did company management start listening to their shareholders? Has tighter regulation always worked?
Welcome to From the Mild to the Wild, a series of seven videos looking at change in the UK equity market since the launch, 20 years ago, of the JOHCM UK Equity Income Fund.
Senior fund managers Clive Beagles and James Lowen have run the fund since its inception in 2004, share the stories of two tumultuous decades.
Senior Fund Manager
Clive Beagles
Senior Fund Manager
James Lowen
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Headline strength remains concentrated, reinforcing the importance of dividend durability and valuation discipline.
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