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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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James Lowen

James Lowen

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About James Lowen

James Lowen was born in Nottingham in the early 70s. He studied at the University of Exeter and graduated with a degree in economics. He has over 15 years of industry experience, and has been a fund manager for six years. He joined JO Hambro Capital Management in 2004, having been a UK equity investment director, analyst and head of corporate governance at Newton Investment Management. He currently manages the JOHCM UK Equity Income Fund. Outside of fund management he enjoys rugby and golf.

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Citywire Rating: AAA rated


  • ARated AA in Apr 2010
  • MRated AA in May 2010
  • JRated AA in Jun 2010
  • JRated AA in Jul 2010
  • ARated AA in Aug 2010
  • SRated AAA in Sep 2010
  • ORated AAA in Oct 2010
  • NRated AAA in Nov 2010
  • DRated AAA in Dec 2010


  • JRated AAA in Jan 2011
  • FRated AAA in Feb 2011
  • MRated AAA in Mar 2011
  • ARated AAA in Apr 2011
  • MRated AAA in May 2011
  • JRated AAA in Jun 2011
  • JRated AAA in Jul 2011
  • ARated AAA in Aug 2011
  • SRated AAA in Sep 2011
  • ORated AAA in Oct 2011
  • NRated AAA in Nov 2011
  • DRated AAA in Dec 2011


  • JRated AA in Jan 2012
  • FRated AAA in Feb 2012
  • MRated AA in Mar 2012
  • ARated AA in Apr 2012
  • MRated AA in May 2012
  • JRated A in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated AA in Dec 2012


  • JRated AA in Jan 2013
  • FRated AA in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated AA in Jul 2013
  • ARated AA in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013


  • JRated AA in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated AA in Oct 2014
  • NRated AA in Nov 2014
  • DRated AAA in Dec 2014


  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AAA in Aug 2015
  • SRated AAA in Sep 2015


Equity - UK Equity Income
over : 31/08/2014 - 31/08/2015

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 6.1% 1.5%
2014 1.1% -0.1% 1.4% -0.6% 0.3%
2013 30.4% 12.1% 1.3% 7.2% 7.2%
2012 24.3% 10.9% -2.7% 9.5% 5.3%
2011 -4.0% 3.1% 1.4% -14.0% 6.9%
2010 8.4%

Related News

Top-rated UK equity duo pile into sold-off commodity bets

Citywire AAA-rated James Lowen and Clive Beagles are building up sector exposure despite significant headwinds.

Star UK equity duo: we’re well positioned for bond bubble bursting

Citywire AAA-rated pair James Lowen and Clive Beagles believe the real blow-out is yet to occur and investors need to prepare.

Fund manager ratings round-up: top managers in May

VIDEO: Citywire takes a closer look at the stellar talent posting ratings-worthy outperformance this month.   

Star equity income duo rebuild UK property exposure

Citywire AA-rated pair Clive Beagles and James Lowen seek to capture strong rental growth and development drive.

JOHCM star duo: the UK’s political risk is growing

Citywire AA-rated managers James Lowen and Clive Beagles believe ‘anti-capitalist’ rhetoric is a major concern a year out from a general election.

AA-rated UK income star: analysts are wrong on financials

People are spending too much time on fundamentals and not enough on valuations says JOHCM UK Equity Income manager James Lowen.

Euro Stars: the best in UK equities

In the latest part of our series looking at the top managers available to investors around Europe, we turn the spotlight onto the UK equity sector.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.