JOHCM International Select - Q3 2025 Webinar
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Learning: Unstructured
Markets remain dominated by a narrow set of names, leaving many opportunities overlooked. JOHCM International and Global Select takes a different approach—building a concentrated portfolio of non-U.S. companies chosen for adaptability, discipline, and the potential to compound value over time. Senior Fund Manager Christopher Lees discusses today’s most compelling mispriced opportunities.