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JOHCM (USA) Inc
Bill Street · Asset Manager · Growth
JOHCM (USA) Inc. is the United States-based subsidiary of J O Hambro Capital Management, an active investment boutique founded in 1993 and headquartered in London. The firm, which is a subsidiary of Perpetual Limited, manages diverse global and regional equity strategies. JOHCM operates with a multi-boutique model that grants its investment teams significant autonomy, allowing for high-conviction portfolios without a centralized house view. Its primary focus is on generating superior long-term returns for institutional and wholesale clients across various market segments, including global, international, and emerging markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.3% |
| YTD return | +5.8% |
| Sharpe ratio | 4.28 |
| Win rate | 44% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.johcm.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 18.2% | +37.2% |
| SIEGY | Siemens AG ADR | 5.8% | +10.0% |
| RYCEY | Rolls Royce Holdings plc | 5.5% | -0.0% |
| ARGX | argenx NV ADR | 5.3% | +24.6% |
| EONGY | E.ON SE ADR | 5.2% | 0.0% |
| NGG | National Grid PLC ADR | 5.2% | +5.6% |
| UBS | UBS Group AG | 5.1% | +33.8% |
| SDZNY | Sandoz Group AG | 5.0% | -0.0% |
| BCS | Barclays PLC ADR | 4.5% | +27.0% |
| GALDY | GALDERMA GROUP AG | 4.5% | +12.0% |
| SDVKY | Sandvik AB ADR | 4.4% | -0.0% |
| RIO | Rio Tinto ADR | 4.3% | +2.6% |
| GMAB | Genmab AS | 4.2% | +15.9% |
| UL | Unilever PLC ADR | 3.8% | -2.7% |
| RWEOY | RWE AG PK | 3.7% | 0.0% |
| AU | AngloGold Ashanti plc | 3.7% | +43.0% |
| CPYYY | Centrica PLC ADR | 3.5% | 0.0% |
| ITUB | Itau Unibanco Banco Holding SA | 3.1% | -1.5% |
| PROSY | Prosus NV ADR | 2.7% | +0.0% |
| TCOM | Trip.com Group Ltd ADR | 2.2% | -11.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | NVDA | 2.2% → 0.0% |
| Aug 24, 2026 | BUY | PROSY | 2.7% → 2.7% |
| Aug 24, 2026 | BUY | TCOM | 0.0% → 2.2% |
| Aug 24, 2026 | SELL | EONGY | 5.3% → 5.2% |
| Aug 24, 2026 | BUY | GMAB | 4.0% → 4.2% |
Investment Style Analysis
JOHCM (USA) Inc is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Specialty Industrial Machinery sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, JOHCM (USA) Inc made a significant move by reducing the position in NVDA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
JOHCM follows a philosophy based on "freedom to succeed," providing its investment teams with full autonomy and independence of thought. The firm rejects a "house view" or investment committees, instead empowering experienced fund managers to utilize their specific stock-picking skills and high-conviction strategies. This approach is supported by a capacity-constrained model, which aims to protect performance by limiting fund sizes, ensuring managers can remain nimble and focused on delivering long-term alpha for their clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with JOHCM (USA) Inc.
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Frequently asked questions
How is the simulated portfolio for JOHCM (USA) Inc constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is JOHCM (USA) Inc's largest holding?
As of the latest filing, JOHCM (USA) Inc's top position is Taiwan Semiconductor Manufacturing (TSM), representing 18.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is JOHCM (USA) Inc's historical performance and risk profile?
Our simulation indicates a total return of +14.3% with a win rate of 44%. Notably, the portfolio maintains a Sharpe Ratio of 4.28, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does JOHCM (USA) Inc primarily invest in?
JOHCM (USA) Inc has a strong preference for the Semiconductors sector, which makes up 18.2% of their disclosed assets. The portfolio also has exposure to Specialty Industrial Machinery, indicating a specific thematic focus.
Is JOHCM (USA) Inc's portfolio concentrated or diversified?
JOHCM (USA) Inc runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 29.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has JOHCM (USA) Inc performed in 2026?
Our AI-simulated model portfolio for JOHCM (USA) Inc tracks a Year-to-Date (YTD) return of +5.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Bill Street manage JOHCM (USA) Inc directly?
Yes, Bill Street serves as the key portfolio manager for JOHCM (USA) Inc, overseeing the investment strategy and final capital allocation decisions.