James Henderson

Director of UK Investment Trusts | Portfolio Manager
James Henderson | Janus Henderson Investors

James Henderson is Director of UK Investment Trusts and a Portfolio Manager at Janus Henderson Investors, a position he has held since 2003. He joined Henderson in 1983 as a trainee fund manager and has successfully managed a number of investment trusts since 1990. Prior to this, he was an accountant trainee at Binder Hamlyn.

James graduated with an MA (Hons) in economics from Cambridge University. He has 37 years of financial industry experience.

Articles Written

Positioned to capitalize on Brexit clarity

Positioned to capitalize on Brexit clarity

Laura Foll, Co-Fund manager for Lowland Investment Company, explains why liquidity restraints on open ended funds, the US-China trade war and uncertain UK politics have all made for a tough year for the Trust. However, despite a difficult year, the beginning of the final quarter has seen an improvement in Lowland’s performance versus its benchmark as sentiment towards the UK improves as more clarity comes around Brexit. Laura also discusses the latest portfolio activity and why the Trust’s exposure to domestic UK companies will enable the team to take full advantage of excellent value opportunities amongst UK equities.

Unloved and undervalued? Yes please!

Unloved and undervalued? Yes please!

Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, explains why smaller UK companies have performed poorly compared to broader markets and how this has affected the Trusts performance. Laura also discusses the latest key buys and sells within the Trusts portfolio and why the Trust is well positioned to take full advantage of value opportunities amongst unloved and undervalued UK domestic companies.

Is the UK doomed without big tech players?

Is the UK doomed without big tech players?

James Henderson, Co-Fund Manager of Lowland Investment Company, challenges the consensus that the UK is destined to lag the US, owing to the absence of large-cap tech companies. The main US index, the S&P 500, has a 22% weighting in technology companies, while the UK FTSE All Share by contrast has only 1%. The companies

Fund Manager Commentary – Lowland Investment Company

Fund Manager Commentary – Lowland Investment Company

Fund Manager Commentary – Lowland Investment Company

Master Investor podcast with James Henderson

Master Investor podcast with James Henderson

James Henderson, Co-Fund Manager of Henderson Opportunities Trust, speaks to James Faulkner about his 30-year career as a professional investor; and explains how the investment trust structure allows the team to invest more in illiquid assets than an open-ended fund could.

Trust TV: Value investing, with James Henderson and Laura Foll webinar

Trust TV: Value investing, with James Henderson and Laura Foll webinar

Watch James Henderson and Laura Foll answer questions live from investors on Trust TV. Questions touched on specific stocks, sector weightings and management style in a lively Q&A.

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An introduction to Lowland Investment Company plc

An introduction to Lowland Investment Company plc

Fund Managers James Henderson and Laura Foll introduce Lowland Investment Company, explaining the Trust’s objective, and how the team works towards achieving this.

Essentials: the Janus Henderson UK Equity Income & Growth Fund in 3 minutes

Essentials: the Janus Henderson UK Equity Income & Growth Fund in 3 minutes

In this ‘Essentials’ video, Co-Managers James Henderson and Laura Foll, provide an overview of the Henderson UK Equity Income & Growth Fund. The fund aims to provide dividend income with prospects for both income and capital growth over the medium to long term by investing primarily in UK companies.

Video: an introduction to Henderson Opportunities Trust plc

Video: an introduction to Henderson Opportunities Trust plc

Fund Manager James Henderson introduces Henderson Opportunities Trust, explaining the Trust’s objective and how the team works to achieve this.

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