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

12:00pm Registration and lunch
12:40pm Opening remarks

Richard Turner

Head of UK Wholesale

12:50pm Panel Discussion - Navigating DeepSeek Uncertainty

Mark Giambrone

Executive Director, Head of U.S. Equities, Portfolio Manager, Barrow Hanley US Mid Cap Value

Saurabh Sharma

Fund Manager, Regnan Sustainable Water and Waste

Robert Lancastle

Senior Fund Manager, JOHCM Global Opportunities

Tom Matthews

Fund Manager, JOHCM UK Dynamic

Hosted by:

Georgie Frost

Panel Moderator

1:35pm Breakout session 1
2:10pm Breakout session 2
2:40pm Refreshment break
2:55pm CEO files: Life as a CEO in UK plc

David Wood

CEO, Wickes Group Plc

Ian McLaughlin

CEO, Vanquis Bank plc

Hosted by:

James Lowen

Senior Fund Manager, JOHCM UK Equity Income

Mark Costar

Senior Fund Manager, JOHCM UK Dynamic & UK Growth

Georgie Frost

Panel Moderator

3:45pm Breakout session 3
4:15pm Refreshment break
4:25pm Keynote
Paul Merson

Paul Merson

Ex-Arsenal and 3 Lions legend

Hosted by:

Clive Beagles

Senior Fund Manager, JOHCM UK Equity Income

4:55pm Closing remarks

Richard Turner

Head of UK Wholesale

5:00pm Networking reception and BBQ

England will be playing in the first stage of the knockout phase of the World Cup at 5pm. We will be screening the match on the rooftop for those who wish to watch.

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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

Jack Firth

Jack Firth

Analyst

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

James Syme

James Syme

Senior Fund Manager

JOHCM Global Emerging Markets Opportunities

Roshni Bolton

Roshni Bolton

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

Dr Ivo Kovachev

Dr Ivo Kovachev

Senior Fund Manager

JOHCM Emerging Markets

Dalibor Kovac

Dalibor Kovac

Fund Manager

JOHCM Emerging Markets