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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Vishal Bhatia

Vishal Bhatia

About Vishal Bhatia

Hailing from Abu Dhabi, Vishal Bhatia started his career at the age of 22 at ABN Amro as a telecom equipment analyst. After four years in 2006, he joined Merrill Lynch where he spent a year in the same role. Currently Vishal manages equity funds at J O Hambro Capital Management. He holds a degree in accounting and finance from the London School of Economics and is a CFA charterholder. Away from fund management he enjoys football, the cinema and theatre, cricket and squash.

Invests in own strategies

Runs institutional money

Are you Vishal Bhatia?
Funds Managed
  1. JOHCM UK Growth B

Citywire Rating: AAA rated


  • JRated AAA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AAA in Sep 2014
  • ORated AA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014


  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015


Equity - UK (All Companies)
over : 28/02/2014 - 28/02/2015
Manager Return
84 Stephen Adams 4.4%
85 Clive Ward 4.4%
86 Mark Costar 4.3%
86 Vishal Bhatia 4.3%
88 Alan Clifford 4.3%
88 Alan Custis 4.3%
88 Lloyd Whitworth 4.3%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 5.3% 2.0% 0.3% 2.3% 0.7%
2013 36.4% 12.4% 2.3% 10.7% 7.2%
2012 30.4% 15.7% -5.7% 10.7% 8.0%
2011 -15.4% -0.8%

Related News

JO Hambro Capital frees AAA-rated Savvides to focus on UK Dynamic

The investment boutique has made a number of changes on its equity desk designed to allow Alex Savvides more time to focus on his top performing UK Dynamic fund.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.