J O Hambro gets powerful and flexible client reporting

J O Hambro Capital Management (JOHCM) was formed in 1993 and today has over 85 employees and £2.3 billion of funds under management (as at 30 September 2008). JOHCM is dedicated to managing specialist funds and segregated portfolios for sophisticated investors, setting and adhering to a clearly defined style and investment process.

JOHCM prides itself in offering an alternative to the large traditional fund management firms that dominate the market, hence its client reporting needed to be accurate, timely and clearly presented.

“The client reporting tool enables us to generate automated monthly fund factsheets and monthly portfolio reviews as well as automatic updates of performance charts in a number of our presentations”

Rachel Doyle, Marketing Manager

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