Luke Newman
Luke Newman is Portfolio Manager on the Absolute Return Equities Team at Janus Henderson Investors, a position he has held since he joined Henderson in 2011 as part of the Gartmore acquisition. From 2009 to 2011, Luke worked at Gartmore as co-manager on a number of funds. Prior to this, he was a fund manager at Altima Partners LLP from 2008 and F&C Asset Management from 2005. He began his career in 2000 with Deutsche Asset Management running high performance retail and institutional mandates.
Luke graduated with a BSc degree (Hons) in economics and politics from the University of Warwick. He has 23 years of financial industry experience.
Products Managed
Articles Written
Heading to the mainstream for alternatives
Portfolio Manager Luke Newman considers the distinctive roles that alternatives can play at a time when investors’ interest in the asset class continues to grow.
Absolute return: a ‘new’ long/short paradigm
Portfolio managers Ben Wallace and Luke Newman consider what a dramatic change in market conditions could mean for long/short investors.
Stock pickers at the end of the free money era
Portfolio Manager Luke Newman explores what a change in market dynamics means for long/short investors.
Absolute return: ready for uncertainty in 2023
In this video, Luke Newman discusses the prospects for absolute return in 2023 following a truly challenging year for global markets, marked by inflationary pressures, rising rates and slowing growth.
Absolute Return Strategy – Update and Market Outlook
Luke Newman will give an update on the Absolute Return strategy, and how a long/short approach can exploit opportunities across developed equity markets.
Absolute return in an inflationary world
Portfolio Manager Luke Newman considers the opportunities for equity long/short strategies in a world of higher-than-expected inflation, with persistent supply chain issues and rising energy prices pressuring governments and central banks to shift policy.
Not too long, not too short – the argument for absolute return
Luke Newman, Co-Manager on Janus Henderson’s Absolute Return strategy, argues that absolute return can play a role in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.