David Smith, CFA

Portfolio Manager
David Smith, CFA | Janus Henderson Investors

David Smith is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position he has held since 2008. David manages an investment trust and a number of UK equity institutional funds. He joined Henderson in 2002, initially working in operations and progressing to the UK Equities Team, and is now part of the Global Equity Income Team.

David graduated with a BSc degree (Hons) in chemistry from Bristol University. He holds the Investment Management Certificate and the Chartered Financial Analyst designation. He has 18 years of financial industry experience.

Articles Written

Manager Update on Henderson High Income

Manager Update on Henderson High Income

David Smith, Fund Manager for Henderson High Income Trust, provides an update on portfolio activity in light of recent dividend cuts in the market.

How can investors find income in tough times?

How can investors find income in tough times?

David Smith, Fund Manager for Henderson High Income, delivers an update on the Trust and in particular the latest portfolio activity

A time to remain cautious but look for long-term opportunities

A time to remain cautious but look for long-term opportunities

David Smith, Fund Manager for Henderson High Income Trust, provides an update on portfolio activity and discusses the impact of the coronavirus pandemic.

How to protect your portfolio from disruption

How to protect your portfolio from disruption

David Smith, fund manager of Henderson High Income Trust, discusses the Trusts recent performance, having ended the year by outperforming the benchmark.

Trust TV: UK Income

Trust TV: UK Income

Catch up on the latest episode of Trust TV, featuring the portfolio managers of Henderson High Income Trust and The City of London Investment Trust.

How to build a sustainable income portfolio

How to build a sustainable income portfolio

Watch David Smith answer private investor’s questions live from the London Stock Exchange in the latest episode of Trust TV.

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.

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The Changing Face of Income

The Changing Face of Income

The profile of income markets has changed and evolved significantly over the past 30 years, keeping investors on their toes, explains David Smith, Fund Manager of Henderson High Income Trust.

Thirty years of dividends

Thirty years of dividends

What has Sky television, the World Wide Web, Taylor Swift and Henderson High Income got in common?  They were all born in 1989.  Over the next 30 years each has grown considerably to influence the lives of people in different ways.  Would the Premier League be what it is today without Sky? Could we survive

Henderson High Income Trust – Marten & Co Research Note

Henderson High Income Trust – Marten & Co Research Note

Please find attached a one-page summary of our research report on Henderson High Income Trust plc, The trust that delivers, which was published 26 November 2019.

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Focusing on resilience to preserve income

Focusing on resilience to preserve income

David Smith, Fund Manager of Henderson High Income Trust, discusses where he sees the best opportunities for income seeking investors in the UK equity market, and he outlines his recent portfolio activity. David also explains how the Trust invests in resilience companies with strong cash flows to ensure consistent income for shareholders.

Master Investor podcast with David Smith

Master Investor podcast with David Smith

​David Smith, Fund Manager of Henderson High Income, talks Brexit, the importance of dividend growth and value vs growth.

Strong markets and strong performance

Strong markets and strong performance

David Smith, Fund Manager for Henderson High Income Trust, reflects on how the Trust has performed over the first half of the year and how the Trust has benefitted from strong market conditions. David also highlights the latest portfolio activity, specifically how the Trust is positioning itself more defensively.