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Thoughts on J.O. Hambro International Small Cap (JOSAX)

JoJo26
in Fund Discussions
Any thoughts on JOHCM International Small Cap (JOSAX)? It's run by Robert Cresci who is very experienced in the space (ran the same strategy at Harding Loevner). I'd like to be invested in Grandeur, but it's closed (I did get into GP's EM fund, though). International small cap is a market segment where I believe active management is worth the management fees. Quite frankly it seems like pretty easy pickings right now; just about anyone could start up a strategy and add value. I'd appreciate any thoughts on the strategy and the space in general.

Comments

  • kevindowkevindow
    Hi JoJo,

    Cresci did a very fine job at HLMRX, so JOSAX looks good to me. I would likely target JOSMX (ER 1.24 vs. 1.49 for JOSAX), which is apparently available in Fidelity retirement accounts for a $500 minimum + TF according to a test trade I just made. Another fund to consider, which has a value bias, is BISMX, and this fund is available at Scottrade for a $2500 minimum in both types of account with a TF.

    Kevin
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