Johcm (USA) Inc
SEC RegisteredOne Mindset. Different Minds.
About the firm
J O Hambro Capital Management (JOHCM) is an equities specialist asset manager with capabilities across Global and International, UK, Europe, Asia and emerging markets. JOHCM manages assets across a range of global and regional equity strategies, with investment teams that are fiercely independent and focused on the generation of superior long-term returns through active, differentiated, high conviction portfolios. It is part of Perpetual Limited, a world leader in multi-boutique asset management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
JOHCM offers a range of global and regional equity strategies managed by 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.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 10 | $2.3B |
| Charitable Organizations | 1 | $139M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 1 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of September 29, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Johcm (USA) Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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