EQUITIES

Robust. Fundamental. Dynamic.

Our teams exercise independent thought with high conviction, resulting in portfolios that we believe are well positioned to address our clients' challenges – all within robust risk control frameworks.

vd-icon_Currency_CashUSD

$205.1bn
Equity assets under management

vd-icon_People_3_Group v3

159
Equity investment
professionals

vd-icon_Bulleye_Target v3

20
Average years’
experience

As at December 31, 2023

$205.1bn
Equity assets under management

159
Equity investment
professionals

20
Average years’
experience

As at December 31, 2023

We measure success by a single factor: client outcomes. As a pure asset manager, our sole mission is to deliver consistent long-term risk-adjusted returns that exceed our benchmarks and peers, regardless of the prevailing investment landscape.

Featured strategies

HFQIX

Global Equity Income Fund

A high-conviction strategy that targets high, dependable income from high-yielding, high-quality global equities.

JMGRX

Enterprise Fund

A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for rapid growth potential.

JSMGX

Triton Fund

Our in-depth fundamental research strategy seeks differentiated small-cap companies with the potential to quickly grow into mid-size companies.

Insights

JH Explorer in Charleston: Power cabling the energy transition

Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.

Policy matters: The importance of sound macroeconomic management in EM investments

Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.

Multi-Asset Quarterly Outlook: Fortunes diverge as the cycle extends

An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.

Advisor insights
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