The fund’s style is contrarian, dividend and value focused and has an increasing lens on ESG matters, he added.
But Peters cautioned that the swing to value might not be as concrete as it feels.
“If it is yet another false dawn for value and larger company investors, the JO Hambro fund will likely underperform other funds that choose growth, and quality, over value.”
Crux UK Special Situations Fund
Rory McPherson, head of investment strategy at Punter Southall Wealth, selected this fund which was opened a mere 18 months ago.
Despite this, it has posted a 46.5 per cent cumulative performance in the past three years, and beat the IA UK All Companies total return by nearly 8 per cent in 2021.
The fund is run by Richard Penny, who joined Crux from LGIM in 2018, after managing the L&G UK Alpha Trust and UK Special Situations Trust.
"He is looking at growth opportunities at attractive valuations," McPherson said.
"We've been following Penny for a long time...[Crux] is a boutique so he has more autonomy and flexibility."