Jamie Ross, CFA

Portfolio Manager

Jamie Ross is a Portfolio Manager of European equities at Janus Henderson Investors, a position he has held since 2016. He was appointed as a joint Portfolio Manager for a European investment trust in 2018 and became sole manager in 2019. Prior to this, he was a portfolio manager on the UK Equities Team, where he co-managed a UK equities pooled fund. Before that, he was an assistant portfolio manager on the Pan European Equities Team. He started his career with Henderson in 2007.

Jamie graduated with a BA degree (Hons) in economics from Durham University. He holds the Chartered Financial Analyst designation and has 13 years of financial industry experience.

Articles Written

What themes are helping drive Henderson EuroTrust’s performance?

What themes are helping drive Henderson EuroTrust’s performance?

Jamie Ross, Fund Manager of Henderson EuroTrust plc, shares the themes that he is considering for the Trusts portfolio and what this has meant for the current performance of the Trust and its future outlook.

Fund manager August commentary – Henderson EuroTrust

Fund manager August commentary – Henderson EuroTrust

Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in August, portfolio activity and his thoughts on wider economic and political developments.

Fund manager July commentary – Henderson EuroTrust

Fund manager July commentary – Henderson EuroTrust

Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in July, portfolio activity and his thoughts on wider economic and political developments.

Anatomy of a good company: SIG

Anatomy of a good company: SIG

Jamie Ross, Fund Manager of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the Swiss packaging company SIG Combibloc.

Fund manager June commentary – Henderson EuroTrust

Fund manager June commentary – Henderson EuroTrust

Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in June, portfolio activity and his thoughts on wider economic and political developments.

Mispriced odds: play your cards right

Mispriced odds: play your cards right

Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, explain how the market can often misprice companies and discuss what they look for to find payoff potential in undervalued stocks.

Internet companies: a lollapalooza of forces

Internet companies: a lollapalooza of forces

Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, investigate how some companies have used disruptive situations to emerge stronger and explore the lollapalooza of forces which can often lead to an outcome that is much larger than the sum of the parts.

Fund manager May commentary – Henderson EuroTrust

Fund manager May commentary – Henderson EuroTrust

Markets continued to rally in May, with investors encouraged by the gradual easing of virus-related restrictions across the world. Towards the end of the month, we started to see a marked factor rotation within the market with value/cyclicality starting to outperform growth/quality/price momentum. This move will have been painful for those funds/Trusts that have performed

The misunderstood powerhouses of innovation

The misunderstood powerhouses of innovation

Redinel Korfuzi, analyst on the Pan European Equity Strategy managed by Jamie Ross, explores the power of platform businesses and how the trajectory of their corporate models can often be misunderstood.

Fund manager April commentary – Henderson EuroTrust

Fund manager April commentary – Henderson EuroTrust

Manager update for Henderson EuroTrust

Knowing where to fish

Knowing where to fish

Redinel Korfuzi, analyst on the Pan European Equity Strategy run by Jamie Ross, explains that high-quality, value businesses can be found in the most unlikely places.

COVID-19; our performance, positioning and trading activity

COVID-19; our performance, positioning and trading activity

There are some events whose importance far outweighs their financial market ramifications. This is one of those events and our thoughts are with all of our clients, their families and friends in this difficult environment. Given the huge market sell off and unprecedented speed at which it has happened, we wanted to share what we