In this ‘Essentials’ video, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team along with Stuart O’Gorman, provide an introduction to the strategy, including team overview, investment approach and objective, key differentiators and why investors should consider an actively-managed approach to investing in global technology stocks. Glossary:
Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.
In this ‘Essentials’ video, Andrew Gillan provides an overview of the Asian Growth Strategy that he manages with Associate Investment Manager, Mervyn Koh. The strategy seeks long-term capital appreciation by investing at least two thirds of available total assets in a variety of sectors across Asia excluding Japan equity markets.
In this ‘Essentials’ video, European equities manager Tim Stevenson provides a summary of the Henderson Horizon Pan European Equity strategy. He explains what differentiates the fund and explains where the opportunities currently lie within European equities.
In this ‘Essentials’ video, Steve Drew, Head of Emerging Market Credit, provides an overview of the Henderson Horizon Emerging Market Corporate Bond Fund – why it was launched and what makes it different from peers. Steve further shares his views on where he sees current opportunities and the reasons behind the recent inflows into the asset class.
In this ‘Essentials’ video, Sat Duhra provides an overview of the Henderson Asian Dividend Income Strategy that he co-manages with Michael Kerley. The strategy is designed to capture the strong income and dividend growth potential of Asian equities.
In this ‘Essentials’ video, Nick Sheridan outlines his value-focused European equities strategy, designed to identify larger European companies listed in, or operating in, core European markets. His differentiated process focuses on businesses with stable margins and high barriers to entry, and which he believes have been fundamentally mis-priced by the market. Nick covers:
• Value investing – the power of compounding
• Core Europe – uncovering opportunities in the region
• Quality stocks on a discount to book price
• Value in prospective growth
In this ‘Essentials’ video, Andrew Jones provides an overview of the Global Equity Income Strategy that he co-manages with Ben Lofthouse. The strategy is designed to offer a blend of capital and income growth from dividend-paying companies over the long term, and may be suitable for investors looking for a diversified portfolio spread across countries
In this ‘Essentials’ video, John Bennett, Head of European Equities, provides an overview of his long / short European equities strategy. His style-agnostic approach focusses on cash-flow and valuation, and aims to generate a positive absolute return over the long term, whatever the market backdrop.
In this ‘Essentials’ video, John Bennett, Head of European Equities, provides an overview of his European equities strategy. His style-agnostic approach focusses on cash-flow and valuation, and aims to outperform over a market cycle.
In this ‘Essentials’ video, portfolio manager Tom Ross provides an overview of the Henderson Credit Alpha strategy. Tom explains the long/short credit strategy, which aims to generate a positive absolute return over a 12-month period and provide investors with access to the team’s proven skills in credit selection without exposure to interest rate or currency risk.