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JOHCM UK Opportunities

Citywire Selection Verdict: John Wood is wary of inflated UK company valuations and maintains a defensive portfolio with a fifth in cash. Rachel Reutter recently took over from Ben Leyland as Wood’s second-in-command. The pair look for sustainable growth, steering clear of financials and telecoms in favour of businesses investing in capital expenditure and research & development. A disciplined approach to stock selection gives this fund one of the best risk-reward profiles in the sector. A safe and consistent pick in the UK equity space.

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John Wood
John Wood
62/156 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 21.67%
Ben Leyland
Ben Leyland
10/344 in Equity - Global (Performance over 3 years) Average Total Return: 43.81%
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