JOHCM USA specializes in providing discretionary investment advisory services across a diverse range of equity strategies, including sustainable and impact strategies. They offer these services through pooled investment vehicles and separately managed accounts. JOHCM USA aims to attract portfolio managers who have confidence in their stock-picking skills and allows them to invest freely within agreed-upon portfolio construction criteria. They also provide client service, sales, distribution, marketing, trading, compliance, investor relations, and business development services to US clients of JOHCM Group.
Fee Structure
JOHCM USA generally offers two fee structures for investment management clients:
- An advisory fee based on a percentage of the assets they manage.
- A lower management fee plus an incentive fee based on whether they outperform a benchmark.
Fees are typically paid quarterly, and incentive fees are paid annually. The specific fee will depend on the investment strategy and the agreement with the client.