Alison Porter

Portfolio Manager
Alison Porter | Janus Henderson Investors

Alison Porter is a Portfolio Manager on the Global Technology Team at Janus Henderson Investors, a position she has held since joining Henderson in 2014. She is responsible for co-managing the global technology portfolios. Prior to Henderson, she was at Ignis Asset Management (formerly Resolution and Britannic Asset Management) as an investment analyst, portfolio manager, and head of US equities.

Alison has a BA degree (Hons) in economics and industrial relations from the University of Strathclyde and a master’s degree in investment analysis from the University of Stirling. She has 24 years of financial industry experience.

Articles Written

Libra: the hype vs the reality

Libra: the hype vs the reality

Alison Porter, portfolio manager in the UK-based Global Technology Team, discusses Facebook’s venture into digital payments via Libra, the significance of this for cryptocurrencies and its implications for investors.

Digital health: sales versus social impact

Digital health: sales versus social impact

​Janus Henderson’s Global Technology team is actively engaged with its existing holdings on a range of Environmental Social and Governance (ESG) criteria in order to promote sustainable growth.

AI: from science fiction to an attractive investment theme
Mega Trends

AI: from science fiction to an attractive investment theme

​Advances in computing power, the volume of data available and the speed and falling cost of data analysis have propelled artificial intelligence (AI) to the next paradigm shift in technology. Alison Porter, Richard Clode and Graeme Clark, portfolio managers in Henderson’s Global Technology Team, discuss this investment theme, its strong potential and where they believe the best opportunities lie.

Delivery and healthcare: Amazon continues to invest in long-term opportunities
Mega Trends

Delivery and healthcare: Amazon continues to invest in long-term opportunities

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

Amazon’s customer focus and investing for long-term growth should pay off
Mega Trends

Amazon’s customer focus and investing for long-term growth should pay off

Alison Porter, Global Technology equities portfolio manager, comments on Amazon’s most recent quarterly results, which continue to demonstrate the company’s strong position in its cloud infrastructure and paid subscription businesses, as well as growth opportunities in other areas such as advertising.

Tech stocks: solid demand underpins positive outlook
Mega Trends

Tech stocks: solid demand underpins positive outlook

Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.

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Tech titans’ results continue to support the ‘technology flywheel’
Mega Trends

Tech titans’ results continue to support the ‘technology flywheel’

Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss how recent earnings announcements by Apple, Amazon, Alphabet (Google), Facebook and Microsoft highlight the team’s view that the technology sector continues to take share.

Quick view: healthcare – Amazon’s next disruption target?
Mega Trends Quick Views

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

Transportation revolution: investing in the evolution of the automotive industry
Mega Trends Technology

Transportation revolution: investing in the evolution of the automotive industry

Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data.

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Beyond the metrics: which active techniques add value?
Mega Trends

Beyond the metrics: which active techniques add value?

With investors faced with the option of whether to gain exposure to a particular asset class via active or passive strategies, many are now looking at when the added value of active management is preferable. As noted in our previous article we believe both approaches have a role to play, but selectivity is required. Here we explore how certain managers at Henderson employ techniques often associated with ESG (environmental, social, and corporate governance) investing and which are omitted from the passive approach.