Our People
Samir Mehta
Senior Fund Manager, JOHCM
Asian Equities
About 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
Cho-Yu Kooi
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
- Investing in Asia: The case for Thailand
- 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!
Sales Team
Tim North Ash
Peter Lambos
Laurice Considine
Michael Lagudi
Jeremy Dean
Giovanni Rettura
Scott Bradley
Tom Loneragan
Maria Plati
Marcus Garabedian
Emalee Vidulin
Dan Moore
Leila Romanos
Brad Street
Tiana Jade Stojanovski
Research Relationship ManagerSales Team
- Tim North Ash
- Peter Lambos
-
Laurice Considine
- Michael Lagudi
- Jeremy Dean
- Giovanni Rettura
- Scott Bradley
- Tom Loneragan
- Maria Plati
Tiana Jade Stojanovski- Emalee Vidulin
- Dan Moore
-
Leila Romanos
- Brad Street
Marcus Garabedian
Account Manager NSW
Melissa Ridley
Key Account Manager NSW NSW
Agnieszka Cochrane
Head of Responsible InvestmentSales - Wholesale Team
-
Laurice Considine
- Jeremy Dean
- Giovanni Rettura
- Scott Bradley
Katie Motion
Account Associate
Sales Team
- Tim North Ash
- Peter Lambos
-
Laurice Considine
- Michael Lagudi
- Jeremy Dean
- Giovanni Rettura
- Scott Bradley
- Tom Loneragan
- Maria Plati
- Tiana Jade Stojanovski
- Marcus Garabedian
- Dan Moore
-
Leila Romanos
- Brad Street
Emalee Vidulin
Key Account Manager QLDIncome & Fixed Interest Team
George Bishay
Oliver Ge
Steve Campbell
Tim Hext
Amy Xie Patrick
Murray Ackman
Anna Hong
Terry Yuan
Lachlan Fursman, CFA
Credit & Fixed Interest Analyst
Income & Fixed Interest
