Case Study: J O Hambro Capital Management achieves enhanced risk management and clearer alpha insights with SimCorp

How Axioma solutions helped J O Hambro prove the value of active management – in their own words

J O Hambro Capital Management needed to strengthen its risk management capabilities and wanted a solution with flexible model consumption, high-touch support, and a balance of academic rigor and practical use. SimCorp, through its Axioma Worldwide Equity Linked Factor Risk Model, helped the firm improve risk analysis and better understand the drivers of portfolio performance.

SimCorp implemented Axioma solutions to provide comprehensive factor analytics that supported clearer risk conversations and deeper portfolio insights. The results included separating external shocks from stock selection, enhancing portfolio management, and distinguishing genuine alpha from market structure effects, helping J O Hambro better manage risk and prove the value of active management.

J O Hambro Capital Management

Jack Gater

Investment Analyst