Samir Mehta | Fund manager factsheet | JO Hambro Capital Management

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FE Trustnet Fund managers

Manager factsheet

Samir Mehta
JO Hambro Capital Management
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	FE Trustnet verdict Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.

Manager profile

Samir Mehta, CFA, Chief Investment Officer, was educated at Bombay University and is a qualified Chartered Accountant. Before joining Lloyd George Management in Hong Kong in 1998, he managed private client money for ANZ in India and worked as an analyst for Peregrine Securities. At Lloyd George Management, he manages Asian regional accounts for institutional clients.

FOLLOW ON FUNDSWIRE

Annualised total return over 2.7 years

+55.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Samir Mehta	26.2	47.6	47.6	53.0	-
Peer Group Composite	17.0	31.4	31.4	40.5	-
Over / Under	9.2	16.2	16.2	12.5	-

Total return for Samir Mehta

Discrete calendar year performance : Samir Mehta

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Samir Mehta	26.2	17.0	-	-	-	-	3.6	59.0	36.7	-
Peer Group Composite	17.0	12.3	-	-	-	-	6.9	57.2	28.1	-
Over / Under	9.2	4.7	-	-	-	-	-3.3	1.8	8.6	-

Performance vs peer group composite: Samir Mehta

How a manager matches up against his peers gives you some idea of how talented he is. 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

Outperformed peer group composite

4 years

out of a possible 5

Overall markets

Underperformed peer group composite

1 year

out of a possible 5

Rising markets

Outperformed peer group composite

4 years

out of a possible 5

Falling markets

Outperformed peer group composite

0 years

out of a possible 0

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

JOHCM Asia ex Japan	Lead manager	FO Equity - Asia Pacific ex Japan	since Sep 30 2011 to present

Funds managed previously

Fund	Periods

Lloyd George India	since Jul 01 2004 to Mar 25 2007
Lloyd George Developed Asia	since Nov 30 2004 to Mar 25 2007
Lloyd George Asia Pacific	since Jan 11 2005 to Mar 25 2007

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