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You are here: Manager factsheet

Vishal Bhatia
JO Hambro Capital Management
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Manager profile
Vishal is a Fund Manager, assisting Mark Costar, Senior Fund Manager of the JOHCM UK Growth Strategy. Prior to joining JOHCM, Vishal worked at Merrill Lynch as a European Telecommunications Equipment Analyst. Vishal is a CFA Charterholder and holds a BSc in Accounting and Finance from the London School of Economics and Political Science.
Total return for Vishal Bhatia
Manager career performance
Discrete calendar year performance : Vishal Bhatia

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
Vishal Bhatia 20.7 3.9 -19.9 47.3 -11.3 -0.9 -5.5 18.4 1.2 -1.4
Peer Group Composite 15.0 4.3 -11.8 34.8 -17.1 5.6 -4.7 12.8 7.6 6.7
Over / Under 5.7 -0.4 -8.1 12.5 5.8 -6.5 -0.8 5.6 -6.4 -8.1
Performance vs peer group composite: Vishal Bhatia
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 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 UK Growth Co-managed (deputy) FO Equity - UK since Aug 30 2007 to present
JOHCM UK Dynamic Co-managed UT UK All Companies since Jan 01 2024 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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