How can we help?
From our very first conversation to ongoing support, our teams of experts are here to answer your investment needs.
About Us
Founded in 1993, J O Hambro is a boutique committed to generating long-term returns that preserve and grow clients’ capital, combining disciplined investment, accountability, and flexibility to navigate evolving social, technological, and economic conditions. The firm manages client assets through active equity strategies grounded in independent thinking and rigorous research, identifying opportunities created by technological change and sustainability developments across global markets.
Our portfolio managers operate autonomously within regulatory and client-defined mandates rather than a centralised house view, enabling diverse, informed perspectives across teams. Each team identifies the environmental and social factors most material to its holdings and integrates them in a way that aligns with its investment philosophy and strategy objectives.
Our three-pillar approach to sustainable investing
Three pillars shape how we approach sustainability across J O Hambro, applied in a way that fits each team's philosophy and each strategy's objectives.
The stewardship team and how we support investment teams
Investment teams lead stewardship of their holdings. The stewardship team, part of the Regnan Centre, supports them across J O Hambro and Regnan, so engagement and voting stay linked to investment decisions.
Stewardship for Resilient Systems
Returns depend on a resilient real economy, and that economy depends on the resilience of its environmental, socio-economic and political systems. Stewardship for Resilient Systems applies systems and resilience thinking to our research, engagement and advocacy.
It aims to help investment managers make well-informed decisions across time horizons, help companies understand and address risks and opportunities, and benefit the wider economy, environment and society.
Systems Workstream
Biocultural resilience
Moving beyond 'biodiversity, nature and ecosystems' to the links between ecological systems, rights-holders and the companies that depend on them.
Systems Workstream
Critical minerals
Covering the chain from exploration and extraction to processing, manufacture and recycling, where concentration and chokepoints create systemic risk.
The Sustainable Investment Team
Our team supports investment teams in integrating ESG into their investment process, guided by a simple philosophy: better data leads to better decisions. By applying advanced data science techniques, we can identify patterns, assess risks, and uncover opportunities that traditional ESG approaches may overlook. Through a data-driven approach that combines sophisticated research, technology, and custom-built tools, the team delivers deeper sustainability insights and supports more informed capital allocation.
“Our goal as a team is simple but ambitious: to enable data-informed sustainability integration that supports long-term value creation across all strategies at JOHCM.”
– Nik Babic, Head of Sustainable Investment and Innovation
Our Proprietary Tools
Our team have purpose-built proprietary tools such as Affinity, J O Hambro’s sustainability data platform, and Horizon, our probabilistic greenhouse gas (GHG) emissions forecasting model, to integrate, analyse, and visualise ESG and climate data. These platforms translate complex data into actionable insights for ESG screening, portfolio construction, scenario analysis, and engagement.
Affinity
Affinity is JOHCM's proprietary sustainability data and analytics platform, designed to centralise and streamline the integration of ESG and climate-related data into investment decision-making. The platform aggregates data from leading third-party providers alongside proprietary tools and metrics, to offer a comprehensive view of sustainability performance at both the company and portfolio levels. Built with a modular structure, Affinity is continuously evolving, ensuring the platform adapts to the dynamic requirements of the investment landscape. It facilitates in-depth analysis of sustainability data, supports engagement tracking and voting records, and enhances transparency in ESG reporting and compliance processes.