David Whitten

Co-Head of Global Natural Resources | Portfolio Manager
David Whitten | Janus Henderson Investors

David Whitten is Co-Head of Global Natural Resources and a Portfolio Manager at Janus Henderson Investors. Before this, he was head of Global Natural Resources since joining Henderson in 2015 as part of Henderson’s acquisition of 90 West, a global natural resources specialist where he was an equal partner and shareholder. He was also head of global resources and a lead portfolio manager at Colonial First State Investments.

David graduated with a bachelor’s degree (Hons) in geology from the University of New South Wales and holds a diploma in management (finance) from Capricornia Institute of Advanced Education. He has 35 years of natural resources experience.

Articles Written

Agriculture insight: the impact of African Swine Fever

Agriculture insight: the impact of African Swine Fever

David Whitten, Co-Head of Global Natural Resources, discusses the outbreak of African Swine Fever and its potential long term impact on the global protein market.

The EV revolution – not just a lithium story
Mega Trends

The EV revolution – not just a lithium story

David Whitten, Head of Janus Henderson’s Global Natural Resources Team, discusses how the transition to electric vehicles and growing demand for battery power is shaping the outlooks of key raw materials.

Agriculture insight: the impact of African Swine Fever

Agriculture insight: the impact of African Swine Fever

David Whitten, Co-Head of Global Natural Resources, discusses the outbreak of African Swine Fever and its potential long term impact on the global protein market.

China’s pollution crackdown: a secular tailwind for the global natural resources sector

China’s pollution crackdown: a secular tailwind for the global natural resources sector

​David Whitten, Head of Janus Henderson’s Global Natural Resources Team, discusses the significance and implications of China’s crackdown on its worst polluters, which is creating attractive opportunities for many global commodity suppliers.

Global natural resources in 2018 — renewed confidence in mineral commodities

Global natural resources in 2018 — renewed confidence in mineral commodities

The lesson from 2017 has been the same as in previous years: avoid high cost producers and highly indebted companies at all times. David Whitten, Head of Global Natural resources, explains how sentiment towards natural resource equities has turned for the better and which sectors, he and the Global Natural Resources Team, favour in 2018.

Lithium outlook
Global Perspectives

Lithium outlook

​David Whitten, Head of Janus Henderson’s Global Natural Resources Team, provides an overview of the lithium sector and its outlook amidst strong demand growth.