Charlie Awdry, CFA

Portfolio Manager
Charlie Awdry, CFA | Janus Henderson Investors

Charlie Awdry is a Portfolio Manager for the Chinese Equities strategy at Janus Henderson Investors. Charlie started his investment career with Gartmore in 2001 and joined Henderson as part of the firm’s acquisition of Gartmore in 2011. After working in Hong Kong from 2005 to 2006, he returned to London and became the China fund manager at Gartmore in 2006.

Charlie graduated with a bachelor’s degree with first class honours in geography from the University of Bristol. He holds the Chartered Financial Analyst designation. He has more than a decade of experience as lead manager of China equities portfolios and has spent 18 years in the financial industry.

Products Managed

Articles Written

Chinese equities: investing in innovation

Chinese equities: investing in innovation

Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.

Quick view: Chinese yuan depreciates to critical level against the US dollar
Quick Views China

Quick view: Chinese yuan depreciates to critical level against the US dollar

Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

Powerplay: geopolitical manoeuvres and their corporate impact

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

China’s role on the global stage
Global Perspectives

China’s role on the global stage

Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward.

Charlie Awdry: notes from the road
Global Perspectives

Charlie Awdry: notes from the road

Charlie Awdry, China equities portfolio manager, gives a first-hand insight into the culture, company dynamics and consumer trends experienced during his recent research trip to China.

Evolution of the China opportunity set

Evolution of the China opportunity set

In this video, Charlie Awdry, China equities portfolio manager, talking at the Janus Henderson 2019 UK Investment Conference, discusses the rapidly evolving Chinese consumer and the depth of opportunity the market affords to investors.

What Knowledge. Shared means for you

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. 

We call this ethos Knowledge. Shared

HGI_DNA_1
The Chinese disruption paradox
Mega Trends

The Chinese disruption paradox

Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.

Essentials: Overview of the Janus Henderson Horizon China Fund

In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.

Topics covered include:

• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?