SUMMER INVESTOR CONFERENCE 2026

Ham Yard Hotel, London, W1D 7DT | Wednesday 1 July 2026

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Welcome

We are delighted to invite you to our 2nd Annual Summer Investor Conference, taking place on the afternoon of Wednesday 1 July 2026, at the Ham Yard Hotel, London.

You will hear from senior investment professionals across our boutiques: J O Hambro Capital Management, Regnan, and our Dallas based affiliate, Barrow Hanley.

There will be a main stage element to the event, as well as the opportunity to personalise your agenda by selecting your preferred breakouts.

The 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 £17.1 billion as of 31 December 2025. JOHCM manages assets across a range of global and regional equity strategies. Each of our strategies is capacity-constrained. 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 - Wednesday 1 July 2026

12:15pm Registration and lunch
12:45pm Opening remarks

Richard Turner

Head of UK Wholesale

1:00pm Panel Discussion - Navigating DeepSeek Uncertainty

Mark Giambrone

Head of UK Wholesale

Saurabh Sharma

Fund Manager

Robert Lancastle

Senior Fund Manager

Tom Matthews

Fund Manager

Hosted by:

Georgie Frost

Panel Moderator

1:45pm Breakout session 1
2:20pm Breakout session 2
2:50pm Refreshment break
3:05pm CEO files: Life as a CEO in UK plc

David Wood

CEO, Wickes Group Plc

Hosted by:

James Lowen

Senior Fund Manager

Mark Costar

Senior Fund Manager

Georgie Frost

Panel Moderator

3:55pm Breakout session 3
4:25pm Refreshment break
4:40pm Keynote

Sir Andrew Strauss

Sir Andrew Strauss

Former captain of the England cricket team

Hosted by:

Clive Beagles

Senior Fund Manager

5:10pm Closing remarks

Richard Turner

Head of UK Wholesale

5:15pm Drinks and BBQ

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Speakers

Clive Beagles

Clive Beagles

Senior Fund Manager

JOHCM UK Equity Income

James Lowen

James Lowen

Senior Fund Manager

JOHCM UK Equity Income

Josh Herson

Josh Herson

Fund Manager

JOHCM UK Equity Income

Robert Lancastle

Robert Lancastle

Senior Fund Manager

JOHCM Global Opportunities

Jasmeet Munday

Jasmeet Munday

Fund Manager

JOHCM Global Opportunities

Christopher Lees

Christopher Lees

Senior Fund Manager

JOHCM Global Select

Nudgem Richyal

Nudgem Richyal

Senior Fund Manager

JOHCM Global Select

Bertrand Lecourt

Bertrand Lecourt

Senior Fund Manager

Regnan Sustainable Water and Waste

Saurabh Sharma

Saurabh Sharma

Fund Manager

Regnan Sustainable Water and Waste

Tom Matthews

Tom Matthews

Fund Manager

JOHCM UK Dynamic

Vishal Bhatia

Vishal Bhatia

Senior Fund Manager

JOHCM UK Dynamic & UK Growth

Mark Costar

Mark Costar

Senior Fund Manager

JOHCM UK Dynamic & UK Growth

Paul Wimborne

Paul Wimborne

Senior Fund Manager

JOHCM Global Emerging Markets Opportunities

James Syme

James Syme

Senior Fund Manager

JOHCM Global Emerging Markets Opportunities

Ada Chan

Ada Chan

Senior Fund Manager

JOHCM Global Emerging Markets Opportunities

Mark Giambrone

Mark Giambrone

Executive Director, Head of U.S. Equities, Portfolio Manager

Barrow Hanley US Mid Cap Value

Zachary Wehner

Zachary Wehner

Director, Client Portfolio Manager

Barrow Hanley US Mid Cap Value

Emery Brewer

Emery Brewer

Senior Fund Manager

JOHCM Global Emerging Markets

Dr Ivo Kovachev

Dr Ivo Kovachev

Senior Fund Manager

JOHCM Global Emerging Markets