With over a decade of track record and EUR 3 billion in assets under management, our funds OptoFlex LU0834815101 and US EquityFlex LU1138397838 are designed to enhance both equity and bond portfolios. These UCITS-compliant strategies systematically capture risk premiums, delivering consistent and reliable returns for our investors. Two of our portfolio managers invite you to a short introduction.

Workshop Objectives: 

We would like to warmly invite you to a focused session on our investment strategy. Discover how our decade-long, systematic approach delivers consistent returns and learn about:

1.  Systematic Approach: Benefits of our proven, rule-based method.
2. Avoiding Forecasts: How avoiding unreliable predictions enhances risk management.
3. Simplifying Complexity: The role of liquidity and simplicity in achieving stable returns.
4. Preparing for Declines: Tools for managing market downturns.
5. Continuous Hedging: Ensuring long-term success and liquidity.

Join us to see how these insights can enhance your investment strategy.

Over recent decades, emerging market equities have delivered uneven benchmark performance. et this has masked meaningful variation in outcomes—both over time and across countries—driven more by global liquidity conditions and U.S. monetary policy than by company fundamentals. As signs of a weaker dollar begin to emerge, the macro environment is starting to resemble prior periods when emerging markets materially outperformed. This session presents a country-first investment framework grounded in those dynamics and examines how persistent underexposure—often a byproduct of backward-looking risk assumptions—can cause investors to overlook select opportunities.

Workshop Objectives: 

For investors reassessing global equity allocations, this discussion offers a differentiated lens on EM—one that focuses on the structural drivers of return and the importance of selective, country-level positioning when global conditions shift.

Company Profile: 

Founded in 1993, J O Hambro Capital Management is an independently managed, active investment boutique managing assets for clients worldwide across a range of global and regional equity strategies from our offices in London, Boston, New York, Philadelphia, Singapore, Prague, Dublin, Paris and Frankurt.
Our success has been founded on recruiting experienced fund managers with proven long-term investment pedigrees and robust investment processes. With no house view, no investment committee and no chief investment officer, our fund manager-led teams – all dedicated to a single strategy – enjoy independence of thought and full autonomy, with the unfettered freedom to exercise their well-recognised stock picking skills free from the bureaucratic distractions of larger investment houses.
And they deploy those skills with one primary objective in mind: to exceed our clients’ expectations.

• Assets under management: £17.0bn
• Investment strategies: 17
• Investment professionals: 32
  

Company Profile:

Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management. 
From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.
Now, 40 years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.