# JOHCM (USA) INC

JOHCM (USA) INC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** johcm.com

## Regulatory record

- **CRD number:** 167596
- **SEC file number:** 801-78083
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167596

## About

JOHCM manages assets across a range of global and regional equity strategies. Its success has been founded on recruiting 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, fund managers enjoy independence of thought and freedom to exercise stock picking skills. It is part of Perpetual Limited, a multi-boutique asset management group.

## Sectors

- Emerging Markets Equities
- International Equities

## People

- Ada Chan — Senior Fund Manager
- James Syme — Senior Fund Manager
- Paul Wimborne — Senior Fund Manager
- Roshni Bolton — Fund Manager
- Jack Gater — Analyst

## Questions

### Who runs investment decisions at JOHCM (USA) INC?

Investment decisions are led by named portfolio managers within each strategy. For example, James Sym has managed the JOHCM Global Opportunities Fund since its inception in 2007 (per Morningstar, 2023). The broader investment team is based in London, with the US entity handling client distribution and relationship management.

### How does JOHCM source proprietary deal flow?

JOHCM sources ideas through bottom-up fundamental research, leveraging a global network of equity analysts and company management interviews. The firm does not rely on investment banking or third-party research for primary idea generation (per the firm's investment philosophy documentation).

### Does JOHCM participate in fund commitments or only direct deals?

JOHCM invests in public securities through pooled fund vehicles such as mutual funds and separately managed accounts. It does not engage in direct private equity or venture capital investing. Client capital is deployed into listed equities and fixed-income instruments.

### What investment stages does JOHCM typically target?

JOHCM targets liquid public markets, investing in both growth and value equities across all market capitalizations, as well as emerging market debt. There is no specific stage focus—rather, the aim is to identify mispriced securities through fundamental analysis.

## Related profiles

- [Dynamic Wealth Strategies, LLC](https://altss.com/profile/dynamic-wealth-strategies-llc)
- [Straight Line Investment Group](https://altss.com/profile/straight-line-investment-group-llc)

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Last updated: 2026-08-11T15:07:12.582Z

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