Alex Savvides – JO Hambro UK Dynamic

JO Hambro UK Dynamic 110713
Three-year performance to 10 July 2013 (Source: FE Analytics)

“We have been impressed with Mr Savvides’ methodical investment process driven by identifying both value and growth potential. Although this is not an income fund Mr Savvides insists each company in the portfolio must pay a dividend – or expect to do so in the next year. He believes a dividend instils a discipline in management, and they serve as a good corporate governance ‘filter’. He splits the fund into three parts: Recovery, restructuring and hidden growth. In each he aims to identify a catalyst for change and for the share price to be re-rated. Performance over the four-year life of the fund has been highly impressive, and with the fund remaining small and nimble we believe it is one to watch.”

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