Summer Investor Conference 2025

Welcome

We are delighted to invite you to the return of our UK Investor Day in 2025.

As our business evolves towards a multi-boutique model, we are excited to showcase strategies from J O Hambro, Regnan - our sustainable brand - and now also Barrow Hanley, our Dallas-based value affiliate.

Our aim is to deliver high alpha, actively managed products to our clients, and we look forward to welcoming you in July to hear from a range of our investment professionals across each of these boutiques.

J O Hambro Capital Management

J O Hambro Capital Management (JOHCM) was launched in 1993 as an independently managed investment management boutique. JOHCM manages assets for clients worldwide of approximately £18.2 bn as of 31 December 2024. JOHCM manages assets across a range of global and regional equity strategies. Each of our strategies are capacity constraint. With no house view, strategies are delivered through independent fund manager led, differentiated, active and high conviction investment management approaches that have delivered sustained long-term outperformance.

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Regnan

Regnan is the specialist sustainable and impact brand of J O Hambro. Regnan focusses on delivering innovative sustainable and impact investment solutions, by drawing on over 25 years of experience at the frontier of responsible investment. Regnan’s roots trace back to Monash University, Melbourne in 1996, when it was established to investigate and address ESG-related sources of risk and value for long-term shareholders. In 2020 Regnan expanded into responsible investment funds management. Driving positive impact and investing for a sustainable future is why we exist. We want to help make responsible investment the standard way to invest by making it more nuanced, intellectually robust and effective through a differentiated approach based on system-level thinking and deep thematic research that address systemic challenges and identifies attractive investment opportunities.

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Barrow Hanley

Barrow Hanley is a leader in global value investing, partnering with clients around the world to provide attentive service, insightful perspectives, and competitive returns. Founded in 1979 and based in Dallas, Texas, USA, Barrow Hanley is a diversified investment management firm offering valuation-centric investment strategies spanning global equities and fixed income. Recognised as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley believe in the long-term advantages of value investing and our ability to partner with clients to achieve their distinct goals.

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Agenda - 1 July 2025

12:30pm	Registration and Lunch

1:00pm	Opening Remarks Richard Turner Head of UK Wholesale, J O Hambro Capital Management

1:15pm	Panel Discussion: Trump, Tariffs — where next? Chris Lees Senior Fund Manager, JOHCM Global Select Ben Leyland Senior Fund Manager, JOHCM Global Opportunities Clive Beagles Senior Fund Manager, JOHCM UK Equity Income Mark Giambrone Executive Director, Head of U.S. Equities, Portfolio Manager, Barrow Hanley US Mid Cap Value Georgie Frost Panel Moderator