Our People
About Cho-Yu
Cho-Yu brings over 21 years’ funds management experience to the JOHCM Asia ex Japan Small and Mid-Cap strategies.
She has previously worked with Silver Metis Capital Management, UBS, DBS Asset Management and Lloyd George Management, where she managed several institutional accounts that reached peak values of over $1bn.
Cho-Yu is a CFA Charterholder and obtained a Bachelor of Science (Economics) with first class honours from the London School of Economics.
Asian Equities Team
Cho-Yu Kooi
Senior Fund Manager, JOHCMAbout Samir
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.
Asian Equities Team
Funds managed by Samir
Recent articles by Samir
- The case for investing in Asia right now
- Global equities: How to invest in a slowing China
- Global equities: who will thrive as rates rise
- Global Equities: the case for China stocks
- Global Equities: How to judge a company’s competitive advantage
- Managing volatile times: three tips for investors
- Market volatility: why VEPL is the new HODL
- How investors can manage Omicron uncertainty
- Nvidia’s goldmine needs shovel-makers. Here’s one place to find them
- What we learned from OpenAI’s failed coup: don’t bet against capitalism
- Global equities: How to navigate investing in a higher-rates world
- How to assess company management: four tales from Asia
- Global equities: The more AI grows, the smaller the market could be
- There’s opportunity in China stocks if you know where to look
- Global equities: What investors are missing about south-east Asian banks
- Why passive investing isn’t as passive as you may think
- Samir Mehta: Protectionist Indonesia is looking attractive in 2023
- It’s time to change how you think about investing in China
- Ratcheting our holdings in China A shares
- Asian governments with heart starters at the ready
- Asian Paints in India – years of growth ahead
- In a pickle: Kraft Heinz
- Are disruptors doomed as the cycle turns?
- India – caught in the downdraft
- Caution prevails
- Resilience matters: 2 Minute Noodles spring back
- Asian equities: repair and recover
- A quick dinner in Manila
- A touch of the Lemony Snicket’s*
- Asia Update: adapt and adjust
- Words of war vs quality growth
- Isn’t it ironic…
- Asia: what a difference a year makes
- Liking North Asia, for reasons old and new
- Asian portfolio review
- Fresh appetite for an Asian strong man
- A view from Malaysia: It’s hard to crush rubble
- South Korea and Malaysia in focus
- Hand (it) over!