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You are here: Manager factsheet

Samir Mehta
JO Hambro Capital Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Samir manages our Asian Share Fund, an actively managed portfolio of Asian shares excluding Japan and Australia. Prior to joining J O Hambro, Samir was a Partner and Chief Investment Officer at Silver Metis Capital Management and Chief Investment Officer of Lloyd George Management, where he was responsible for investment processes, a range of institutional Asia Pacific mandates and a team of 20 investment professionals. His formative years were spent as an analyst specialising in India at Peregrine Securities and ANZ Grindlays Bank.
Total return for Samir Mehta
Manager career performance
Discrete calendar year performance : Samir Mehta

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Samir Mehta 17.0 -4.2 -19.5 18.0 17.9 21.0 -22.1 4.7 34.7 2.6
Peer Group Composite 15.6 3.8 -18.5 12.8 8.7 12.7 -10.6 13.9 33.7 -4.7
Over / Under 1.4 -8.0 -1.0 5.2 9.2 8.3 -11.5 -9.2 1.0 7.3
Performance vs peer group composite: Samir Mehta
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JOHCM Asia ex Japan Lead manager FO Equity - Asia Pacific ex Japan since Sep 30 2011 to present
JOHCM Asia ex Japan Small and Mid Cap Co-managed (deputy) FO Equity - Asia Pacific ex Japan since Jul 01 2015 to present
Funds managed previously
Fund Periods
Lloyd George India since Jul 01 2004 to Mar 25 2007
Lloyd George Developed Asia since Nov 30 2004 to Mar 25 2007
Lloyd George Asia Pacific since Jan 11 2005 to Mar 25 2007
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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