About JOPSX
The JOHCM International Opportunities Fund Institutional Shares is an actively managed mutual fund focused on delivering long-term total return by investing in a concentrated portfolio of international equities. The fund primarily targets companies headquartered outside the United States, encompassing both developed and emerging markets and including firms of all sizes. Designed for institutional investors, this fund emphasizes a disciplined investment process, leveraging in-depth research and a distinct value-oriented philosophy. Its portfolio is diversified across multiple industries, with notable allocations in sectors such as energy, financial services, consumer cyclical, healthcare, and industrials, featuring holdings like Shell PLC, Deutsche Boerse AG, and Sanofi SA. Recognized for maintaining a competitive cost structure and a relatively low expense ratio, the fund seeks to capitalize on opportunities in the foreign large blend category. Since its inception, it has aimed to outperform its benchmark through selective security choice, providing exposure to global growth outside the U.S. while employing prudent risk management strategies.
Fund Family JOHCM Funds
Category Foreign Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol JOPSX
Share Class Institutional Shares
Index MSCI EAFE TR USD
JOPSX had a total return of 15.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.57%.
