NEW YORK--(BUSINESS WIRE)--U.K. investment boutique J O Hambro Capital Management (JOHCM) today announced that it has hired portfolio managers Thorsten Becker, Arun Daniel, and Vincent Rivers and trader Eric Yi to form its new small/mid cap U.S. equity team ahead of the launch of a U.S. small and mid-cap equity strategy later this quarter. The three portfolio managers and Yi were previously employed with Pyramis Global Advisors, a Fidelity Investments company, where they contributed to the management of a U.S. small/mid cap core equity strategy.
The team will apply a core investment approach, managing a fundamental research-driven best ideas portfolio. Capacity for the strategy has been set at $5 billion. The team will be will be based in Boston, Massachusetts.
"We're pleased to add this team to our lineup of outstanding money managers," said Gavin Rochussen, JOHCM CEO. "The appointment of these experienced and proven U.S. equity investors enhances our presence in the United States, a market where we are making considerable inroads. Our success has been founded upon recruiting experienced fund managers with proven investment pedigree. We give those investment professionals the autonomy and incentives that allow them to do what they do best: create alpha in their given strategies."
The team will also launch a Global small and mid-cap equity strategy in due course.
About J O Hambro Capital Management
J O Hambro Capital Management (JOHCM) is an investment boutique regulated by the U.K.’s Financial Conduct Authority (FCA) and registered as an investment adviser with the Securities Exchange Commission (SEC). Founded in 1993, JOHCM manages $22.7 billion (as at March 31, 2014) of assets from offices in London, Singapore, New York, and Boston across a range of award-winning equity funds and separate portfolios, with investment expertise in Global, International, Emerging Markets, Asian, European, Japanese, U.S., and U.K. equities. JOHCM manages $4.4 billion of assets on behalf of U.S.-based clients.
Portfolio Manager Biographies
Thorsten Becker – Senior Fund Manager
Thorsten Becker is a Senior Fund Manager on the JOHCM US Small and Mid Cap Equity strategy. He previously served as a portfolio manager at Pyramis Global Advisors, a unit of Fidelity Investments. In that role, he managed the global financial sector portfolio. Before the formation of Pyramis in 2005, Thorsten worked in the same role with Fidelity Investment’s institutional equity group. Since January 2004, he managed the financials and telecommunications sectors of team-managed large cap, small/mid cap, and 130/30 strategies. Thorsten served as an equity analyst in Fidelity’s London office from 2000 to 2003, covering the securities of European banks, emerging market financial companies, and European business services firms. Prior to that, he covered Latin American equities, researching the retail, metals & mining, and utilities sectors while based in Fidelity’s Boston office from 1996 to 2000. He has more than 18 years' investment industry experience.
Arun Daniel – Senior Fund Manager
Arun Daniel is a Senior Fund Manager on the JOHCM US Small and Mid Cap Equity strategy. He previously served as a portfolio manager at Pyramis Global Advisors, a unit of Fidelity Investments. In that role, he managed the global consumer sector portfolio. Prior to assuming that role in 2007, Arun was vice president and sector head for the consumer sector at ING Investment Management, North America, managing growth, value, and 130/30 portfolio strategies. He was a senior equity analyst and portfolio manager for the consumer sector of a hedge fund portfolio at Principled Capital Group, and had responsibility for fundamental sector research in the entertainment, gaming, lodging, leisure, and retail sectors. Arun has also served in senior management roles in the entertainment, retail, and resort divisions at Walt Disney Company. He has more than 13 years' experience in the investment industry and 24 years' experience related to the consumer sector.
Vincent Rivers – Senior Fund Manager
Vincent Rivers is a Senior Fund Manager on the JOHCM US Small and Mid Cap Equity strategy. He previously served as a portfolio manager at Pyramis Global Advisors, a unit of Fidelity Investments. In that role, he managed the global information technology and telecom sector portfolios. Vince joined Pyramis in 2006 as a research analyst focusing on the information technology and telecom sectors. Prior to joining Pyramis, he was a portfolio analyst at Wellington Management Company, LLP from 2004 to 2006. He also has served as an equity research analyst at Fidelity from 2000 to 2004 and, as a portfolio manager of the Fidelity Select Paper and Forest Products Fund from 2001 to 2004. He also has held positions at Fleet and BayBanks in Boston. He has 17 years' experience in the financial services and investment industries.