7 July 2014
J O HAMBRO CAPITAL MANAGEMENT RECRUITS US SMALL/MID-CAP EQUITIES TEAM
J O Hambro Capital Management (JOHCM) today announced that it has hired portfolio managers
Thorsten Becker, Arun Daniel and Vincent Rivers and trader Eric Yi to form its new small/mid cap US
equity team ahead of the launch of a US small and mid-cap equity strategy later this quarter. The
three portfolio managers and Yi were previously employed with Pyramis Global Advisors, a Fidelity
Investments company, where they contributed to the management of a US small/mid cap core equity
strategy. The team will be based in Boston, Massachusetts.
The US small and mid-cap equity strategy will be available to non-US investors via an OEIC fund and
to US-based investors through a mutual fund and commingled fund. The strategy will also be offered
via a segregated account. The team will apply a core investment approach, managing a fundamental
research-driven best ideas portfolio. Capacity for the strategy has been set at US$5 billion.
Commenting on the recruitment of the team, Gavin Rochussen, CEO, said:
"The appointment of these experienced and proven US equities investors enhances our presence in
the United States, a market where we are making considerable inroads, and enables us to widen our
investment fund range."
The team will also launch a Global small and mid-cap equity strategy in due course.
ENDS
For further information please contact:
Valentina Kristensen / Laura Cronin / Anna Schirmer
Lansons
valentinak@lansons.com / laurac@lansons.com / annas@lansons.com
Tel: +44 20 7566 9720 / +44 20 7294 3607 / +44 20 7294 3605
Philip Lund
Investment Communications Manager
J O Hambro Capital Management
plund@johcm.co.uk
Tel: +44 20 7747 5688
NOTES TO EDITORS:
J O Hambro Capital Management Limited:
J O Hambro Capital Management Limited (JOHCM) is a UK-based active manager of equities and
has a boutique, investment-led culture. It has £13.7 billion of assets under management in long-only
equities assets (as at 31 March 2014). It manages assets across UK, US, European, Asian,
Japanese, Global/International and Emerging Markets Equities investment strategies, but caps
strategies in order to help preserve portfolio performance. JOHCM’s skilled fund managers are
carefully selected and their interests are aligned with its clients through a performance fee structure.
JOHCM is committed to providing consistent, superior, risk-adjusted performance and excellent client
service.
Portfolio Manager Biographies:
Thorsten Becker – Senior Fund Manager
Thorsten Becker is a Senior Fund Manager on the JOHCM US Small and Mid Cap Equity strategy.
He previously served as a portfolio manager at Pyramis Global Advisors, a unit of Fidelity
Investments. In that role, he managed the global financial sector portfolio. Before the formation of
Pyramis in 2005, Thorsten worked in the same role with Fidelity Investment’s institutional equity
group. Since January 2004, he managed the financials and telecommunications sectors of teammanaged large cap, small/mid cap, and 130/30 strategies. Thorsten served as an equity analyst in
Fidelity’s London office from 2000 to 2003, covering the securities of European banks, emerging
market financial companies, and European business services firms. Prior to that, he covered Latin
American equities, researching the retail, metals & mining, and utilities sectors while based in
Fidelity’s Boston office from 1996 to 2000. He has more than 18 years' investment industry
experience.
Arun Daniel – Senior Fund Manager
Arun Daniel is a Senior Fund Manager on the JOHCM US Small and Mid Cap Equity strategy. He
previously served as a portfolio manager at Pyramis Global Advisors, a unit of Fidelity Investments. In
that role, he managed the global consumer sector portfolio. Prior to assuming that role in 2007, Arun
was vice president and sector head for the consumer sector at ING Investment Management, North
America, managing growth, value, and 130/30 portfolio strategies. He was a senior equity analyst and
portfolio manager for the consumer sector of a hedge fund portfolio at Principled Capital Group, and
had responsibility for fundamental sector research in the entertainment, gaming, lodging, leisure, and
retail sectors. Arun has also served in senior management roles in the entertainment, retail, and
resort divisions at Walt Disney Company. He has more than 13 years' experience in the investment
industry and 24 years' experience related to the consumer sector.
Vincent Rivers – Senior Fund Manager
Vincent Rivers is a Senior Fund Manager on the JOHCM US Small and Mid Cap Equity strategy. He
previously served as a portfolio manager at Pyramis Global Advisors, a unit of Fidelity Investments. In
that role, he managed the global information technology and telecom sector portfolios. Vince joined
Pyramis in 2006 as a research analyst focusing on the information technology and telecom sectors.
Prior to joining Pyramis, he was a portfolio analyst at Wellington Management Company, LLP from
2004 to 2006. He also has served as an equity research analyst at Fidelity from 2000 to 2004 and, as
a portfolio manager of the Fidelity Select Paper and Forest Products Fund from 2001 to 2004. He also
has held positions at Fleet and BayBanks in Boston. He has 17 years' experience in the financial
services and investment industries.