Co-Head of Equities – EMEA and Asia Pacific | Portfolio Manager
Alex Crooke is Co-Head of Equities – EMEA and Asia Pacific at Janus Henderson Investors, a position he has held since 2018. Alex is responsible for equities in the EMEA and APAC regions and is a Portfolio Manager for the Global Equity Income and Global Dividend and Income Builder strategies as well as a number of UK and Australian funds and investment trusts. In addition, he is a member of the Janus Henderson Executive Committee. Previously, he was head of Global Equity Income and Specialist Equities Teams from 2013. Alex was recruited by Henderson to co-manage the UK assets of an investment trust in 1994 as an associate director. He later became a fund manager responsible for a number of UK and global income-oriented equity products. Alex began his investment career with Equitable Life Assurance Society in 1990 as a US investment analyst.
Alex holds a BSc degree (Hons) in physics and astrophysics from Manchester University. He is an associate member of the Society of Investment Professionals (ASIP) and has 31 years of financial industry experience.
In this article, we describe how a multi-manager approach and flexibility to invest with no set limits within individual countries and sectors have combined to serve the Bankers Investment Trust particularly well in terms of its investment returns.
In this video, Alex Crooke, Fund Manager for the Bankers Investment Trust, discusses the decision to increase the Trust’s borrowings, performance over the last few months, areas where he is finding opportunities and the rotation between value and growth stocks.
With the COVID-19 pandemic accelerating the shift towards a digital-first world; technology stocks rose to all-time highs in 2020, as people spent more time online. However, as economies have begun to reopen following the rollout of highly effective coronavirus vaccines; tech stocks sold-off as investors rotated towards sectors set to benefit from reopening. In this article, we discuss the recent volatility in the tech space – highlighting recent performance, valuations and outlook for the sector.
Alex Crooke, Fund Manager for The Bankers Investment Trust, explains how the uneven rollout of Covid-19 vaccinations has affected certain regions, highlights the sectors benefiting from the re-opening trend, and explores the challenges posed by thematic investing.
Alex Crooke, Co-Head of Equities – EMEA & Asia Pacific and lead Fund Manager of The Bankers Investment Trust, shares his views on the performance of the portfolio over the last few months. Alex also discusses why he remains optimistic as he looks ahead towards a post-pandemic recovery.
Alex Crooke, Fund Manager for The Bankers Investment Trust, delivers an update to investors on how the Trust has fared in the first quarter of the year and his thoughts on wider economic and political developments.