Robert Lancaster
Robert Lancastle is Senior Portfolio Manager of the JOHCM International Opportunities Fund at J O Hambro Capital Management, a London-based active global equities boutique.
1
APPEARANCES
1
PODCASTS
Sep 22, 2026
Robert LancasterGUEST
So the conglomerate structure of international businesses is more prevalent, typically, back to that scalability, back to that kind of corporate governance point, the US is a vast market.
Robert LancasterGUEST
And when you come onto a winning formula, you tend to go for that quite early.
Robert LancasterGUEST
You can think of a number in the industrial land, very large names that household names in the US, they have fragmented.
Robert LancasterGUEST
But again, if selective, if patient, if with the right management team and the right tailwinds, then what you can do is you can actually find that you can prey on two factors.
23:58
But what is it about the last two years for some of those markets that have just caused them to rip so heavily?