JOHCM UK Equity Income adds manager

6 January 2026

J O Hambro Capital Management (JOHCM) has appointed of Josh Herson as Fund Manager on the JOHCM UK Equity Income fund, effective 5 January 2026. He will join Senior Fund Managers James Lowen and Clive Beagles on the fund.

Herson (pictured above) joins JOHCM from Brooks Macdonald, where he served as Head of Portfolio Management. In that role, he was responsible for managing a range of multi-asset portfolios. He was also Head of UK Equity Research, a member of the Asset Allocation Committee and sat on the Investment Committee.

Prior to Brooks Macdonald, he was a portfolio manager at Saunderson House. He holds the Chartered Financial Analyst (CFA) designation and is also a Chartered Wealth Manager (CISI).

Clive Beagles, Senior Fund Manager, said “I am delighted that Josh is joining James and I at this time; having followed his career progress over the last few years, I know there will be a very strong cultural fit for our team. He has a genuine belief in value investing which will prove critical in navigating whatever twists and turns lie ahead of us. I remain deeply committed to the fund and I am looking forward to working alongside Josh as he develops into a seasoned Fund Manager over the years ahead.”

James Lowen, Senior Fund Manager, added “Josh has always stood out when we have met him as a client with detailed and incisive questions. He shares the same passion that Clive and I have for stock analysis and portfolio management. I am excited as we start 2026 given the fundamentals of the underlying companies in the Fund and the attractive value opportunity. We look forward to growing the strategy in the years ahead with Josh as a key member of the team.”

Main image: pawel-czerwinski-GTolTgC1W3Y-unsplash

Professional Paraplanner